For firms

FairFyn gives your firm one place to onboard clients, collect what you need, and move every return to filed.

The workflow

1. Invite a client into their own secure portal.
2. Send an organizer so they answer only the questions that apply to them.
3. Collect documents with requests and checklists, no email attachments.
4. Message clients and keep the whole thread on the engagement.
5. Track engagements and returns from documents gathering to filed.

Other essentials: Team and settings, Firm branding, Appointments and deadlines, and Billing.