Contact
Talk to the TaxFlo team
Whether your firm is considering TaxFlo, already running engagements on it, or reviewing how we handle client documents, this page points you to the right place.
Bring your firm onto TaxFlo
Submit a provider application and our team reviews your firm credentials before setting up your account. It takes a few minutes to start.
Support for approved providers
Questions about an engagement, a document that will not classify, readiness status, or your provider account.
Speak to someone
Call for provider onboarding questions or anything easier to work through on a call than over email.
Thanks, your message is on its way.
We reply within one business day. If it is urgent, call +1 408-430-3650.
Already approved? You can reach your firm dashboard through the provider workspace.
Where to go
Find the right route
TaxFlo is used by CPA firms and by the clients those firms invite. Reaching the right party first saves a round trip.
| If you are | Go here |
|---|---|
| A CPA firm evaluating TaxFlo | Apply as Provider, or email support-taxflo@amitasoft.com |
| An approved provider needing account help | Email support-taxflo@amitasoft.com from the address on your provider account |
| A client of a firm that uses TaxFlo | Contact your CPA firm directly. They manage your engagement, your documents, and what is still outstanding. We cannot discuss an engagement with anyone other than the firm that owns it. |
| Reviewing security or document handling | Email support-taxflo@amitasoft.com with your questions and we will route them to the right person |
| Asking about AmitaSoft or another product | AmitaSoft, SafeVault, or CliQloan |
Before you write
What helps us answer faster
If you are writing about a specific engagement, include your firm name and the engagement or client reference as it appears in your provider dashboard. Do not send tax documents, Social Security numbers, EINs, or account numbers over email — upload them inside the engagement instead, where they are encrypted and access is logged.
Still deciding
Most questions are already answered
How TaxFlo uses prior-year returns, what the AI does and does not do, how missing items are categorised, and where preparer judgment sits.
Getting started
Four steps to a live account
Apply, credential review, set your password, then start running engagements. The same process already running for SafeVault provider firms.