Stop Running Tax Season
Like You Aren't a Real Business
You're tired of logging into five different tools just to manage one tax season. FilersHub brings your clients, returns, documents, and deadlines into one system — so you can finally work like the business you are.
Tax season shouldn't feel
like controlled chaos.
But for most tax professionals, this is reality every single year.
"Where's my refund?"
You're fielding the same question 50 times a week because clients have no way to check their own return status. So they call. And text. And email. All day long.
Documents everywhere
W-2s in email, 1099s in a text message, business receipts in a Google Drive folder you can't find. You're spending more time hunting for documents than actually preparing returns.
No idea where things stand
Which returns are in progress? Which ones are waiting on signatures? Who still hasn't sent their documents? Without a system, you're guessing — or digging through spreadsheets.
Clients falling through the cracks
Follow-ups that never went out. Intake forms that got buried. Deadlines that got missed. Not because you don't care — because you're drowning in manual work.
Too many disconnected tools
One tool for document collection, another for e-signatures, another for invoicing, another for scheduling. Nothing talks to each other, and you're the one stitching it all together.
You're the bottleneck
Every question, every status update, every task runs through you. Your team can't move without asking. You can't take a day off without everything stalling.
What if your entire tax practice
ran from one place?
FilersHub replaces the chaos with a system. Every client, every return, every document, every deadline — organized and automated.
Clients constantly asking for status updates
A branded client portal they can check 24/7
Clients log in, see exactly where their return stands, upload missing documents, and complete tasks — all on their own time. Your phone stops ringing.
Documents scattered across email, text, and shared drives
70+ document categories, one upload destination
W-2s, 1099s, business expenses, ID verification — clients upload everything to one place, categorized and attached to their return automatically.
No visibility into which returns need attention
A 10-stage pipeline you can see at a glance
Every return moves through clear stages from Intake to Accepted. Your dashboard shows real-time counts so you always know what's next.
Missed follow-ups and forgotten deadlines
Automated workflows that handle it for you
When a status changes, reminders fire automatically. Missing documents? Your client gets notified. Nothing falls through the cracks because the system catches it.
Your entire tax season at a glance
This is your FilersHub dashboard. A command center that shows you exactly what needs attention — no spreadsheets, no guessing.
- Real-time status counts across all 10 stages
- Drag-and-drop to reorder status cards
- New return alerts so nothing slips through
- Filter by year, type, preparer, or status
- Switch between "My Clients" and "Firm Clients" instantly
Your clients will think you built an app
A branded portal where clients track their return, upload documents, and complete tasks — all under your firm's name and colors.
- Custom logo, brand color, and welcome message
- Visual progress stepper so clients see where their return stands
- Self-service document upload with 70+ categories
- Client task assignments for document requests
- Shareable portal URL for onboarding
Your tax dashboard, one click away
Install the Chrome extension and access FilersHub from any browser tab. When you're in GoHighLevel, it automatically connects to the right location.
- Quick-access popup from any browser tab
- Auto-detects your GHL location — no manual switching
- Full client management in a compact view
- Add clients, create returns, update statuses on the fly
- Same power as the full app, just smaller
A custom integration, not another tool
FilersHub lives inside GoHighLevel — not alongside it. We built custom workflows, pipelines, and automations designed specifically for tax professionals so you never have to leave your CRM.
- Pre-built tax return workflow with 10 pipeline stages
- Automated status updates that trigger client notifications
- Custom fields for tax-specific data like filing status and SSN
- Built-in automations for intake, reminders, and follow-ups
10 stages. Zero guesswork.
Every return follows a clear path from first contact to IRS acceptance. Your team always knows what's next.
Deep GHL integration.
Not just another iframe.
FilersHub connects to your GHL account with OAuth, syncs contacts, and exposes custom workflow actions and triggers your automations can call.
Two-Way Contact Sync
Create FilersHub clients directly from GHL contacts. Status changes sync back to the GHL contact via custom fields automatically.
Custom Workflow Actions
Create clients, create returns, search returns, and update statuses — all from your GHL workflows. Build any automation you can imagine.
Workflow Triggers
Every status change, document upload, or return event fires a GHL workflow trigger. Use them to kick off emails, SMS, pipeline moves, and any automation you need.
One-Click Staff Provisioning
Grant your GHL team members FilersHub access in one click. No separate sign-ups, no duplicate user management.
Custom Fields Group
Dedicated "FilersHub" custom field group on every contact. Return status, preparer, tax year — all visible in the contact record.
Marketplace App
Install FilersHub from the GHL Marketplace. It loads right inside your GHL dashboard as a native app — no tab-switching required.
Become a Legacy member
before launch day.
Legacy members lock in their rate for life. No price increases, ever — even after we raise prices at launch.
- Up to 10 staff seats
- Unlimited clients
- White-label client portal
- 10-stage return pipeline
- Document management (70+ categories)
- Task management
- Chrome extension
- GHL workflow actions & triggers
- Everything in Core
- Up to 25 staff seats
- Unlimited clients
- IRS Alerts — Transcript MonitoringIncludedAutomatically monitor your clients' IRS transcripts and get alerted when something changes. Pro members get full access at no extra cost.
- GoHighLevel account included
- Your entire GHL set up and ready to go
- A2P set up
- Workflows already installed
- Prebuilt intake forms
- GHL sidebar branded to your tax firm
- Advanced GHL workflow triggers
- Priority support
- Custom feature requests
- Dedicated onboarding
- Early access to new features
Questions? We've got answers.
Ready to stop duct-taping
your tax season together?
Join the firms locking in Legacy pricing before we launch on April 15th. Once we go live, these rates are gone.