UPLOAD › SHARE › STORE
Private invite › From Eric

Welcome,
Alabama tax pro.

You clicked through from Eric's email. You're in the right place.

Here's the deal. One full year of TaxFile access, no cost. In exchange, Eric asks for your honest feedback on what works and what doesn't. Nothing more than a short call or two, and an optional testimonial if you end up loving it.

Fewer than 9 beta spots left.
Start your free year → No credit card  ›  20 seconds
§ 01 › What you get

Everything a small tax practice actually needs. Nothing that's in the way.

Not a 50-feature bundle. The things you'd build yourself if you had six months and a patient developer.

01

Secure cloud storage

Meets IRC 6695(d) retention requirements, so you're compliant without a scanner on your desk.

IRS › FTC compliant
02

E-signature on Form 8879

Collect authorization without printing, scanning, or chasing. Works for any client signature.

Free first 30 days
03

Client portals

Upload, organize, share. Clients see exactly what they need. You stop digging through email threads.

Per-client access
04

AI Tax Assistant

Quick answers on complex questions. A second set of eyes that never leaves for the summer.

Trained for SMPs
05

FTC data safeguards

Built in from day one. Encryption, access controls, audit trail. Not a checkbox feature.

Safeguards Rule ready
06

Direct line to Eric

Text him. Email him. Tell him the part you hate. He's the founder and he picks up.

Beta benefit
§ 02 › What we need

We're not looking for power users. We want honest operators.

Tell us where it works. Tell us where it breaks. That's the whole deal.

01
One short call
About 20 minutes, after you've used the product for a week or two. We ask real questions, you give real answers.
≈ 20 MIN › ONCE
02
A quick email or two
During the beta, if something surprises you — good or bad. One paragraph is plenty.
AS NEEDED
03
A testimonial — if you want
Optional. Only if you end up recommending the product to a colleague. Entirely your call.
OPTIONAL
§ 03 › About the founder

Built by a tax pro, for tax pros.

Eric McKenney, MAcc
Eric McKenney, MAcc
SMP › MONTGOMERY

Eric McKenney, MAcc, has run SMP — his own tax and accounting practice in Montgomery — for the last 16 years. He built TaxFile because he got tired of the chase-the-documents-by-email ritual every tax season. "TaxFile is what I wish existed when I started."

16 yrstax & accounting
MAcccredential
Montgomery, ALbased
§ 04 › Common questions

The honest answers.

One full tax year at no cost. After that, you can upgrade to a paid plan or walk away with your data. No auto-billing surprises, no dark patterns.
Your data stays secure and can be exported at any time. TaxFile meets IRS and FTC safeguarding standards from day one. If you leave, you leave with everything.
Up to 8 clients during the trial period. That's enough to meaningfully test the workflow without requiring a full commitment — and it keeps things manageable while we iterate on feedback.
No catch. No credit card required. We ask for honest feedback, not a contract. If the product doesn't fit your practice, you tell us why, and we part on good terms.
Fewer than 10 remaining. We're keeping the group small so Eric can work with each participant directly. Once we hit the cap, this page closes.

Ready?

One year on us. A couple of honest conversations. That's it.

Start your free year →
9 / 10 spots remaining

Prefer to talk first? Email Eric directly at [email protected] or book a 15-minute call.

Upload › Share › Store
TAXFILE, INC.  ·  © 2026 UPLOAD › SHARE › STORE BETA LANDING  ·  /beta