Apraxo

For tax and bookkeeping firms with 2–15 staff

Switch from TaxDome in a weekend.

Apraxo gives your clients one place to upload documents, sign engagement letters and pay invoices, and gives your staff a drive letter in Windows that your tax software already knows how to save to.

Book a demoSee pricing

Opening to new firms in May 2027, after tax season. Demos start in January.

T:\Clients\Smith householdDrive
  • Client uploadsClient can upload
  • Tax returnsClient can view
  • 2025 Form 1040.pdfDownload after payment
  • WorkpapersFirm only
  • EngagementFirm only
Visibility is set once per top folder. Everything new starts firm-only.

Why firms switch

The parts of practice software that cost you the most time.

A real Windows drive

Every client folder shows up as drive T: in File Explorer. Drake, Lacerte, ProConnect and UltraTax save straight into it, and the client sees only what you share.

Priced for small firms

One plan with everything in it, per staff seat. Your clients never pay and never count as seats.

We move you over

Send us your client list and files. We import them, keep everything private until you check it, and run alongside your old portal until you are ready to switch.

Migration

Four steps, and nothing is shared until you check it.

  1. 1

    Export

    Download your client list and documents from your current portal. We send you the exact steps.

  2. 2

    Import

    We load clients from your CSV and match each folder to the right client. Anything we can’t match waits for you in a private holding folder.

  3. 3

    Check

    You open a few clients with “view as client” and confirm what each one will see. Nothing is shared until you say so.

  4. 4

    Switch

    Invite clients in waves. Your old portal stays open for the rest of the season if you want a safety net.

Pricing

One plan. Everything included.

Client portal, Windows drive, signatures, invoices with payment proof, pipelines and automations, activity log.

$49 per staff seat / month

billed annually · $59 billed monthly

  • Clients are always free
  • 100 GB of storage per seat, shared across the firm
  • E-signatures 40¢ each, identity checks $2.50, from prepaid credits
  • 14-day trial with a guided demo
Book a demo

Demos from January 2027

See it with your own workflow.

Tell us a little about your firm and we’ll set up a 30-minute demo using a sample workspace that looks like yours.