# Jaxmo Tax Client Portal — Tax Preparer Portal

> Tax Preparer Portal (iPhone/iPad app by Jaxmo Solutions LLC.)

- Source: https://appshunter.io/ios/app/jaxmo-tax-client-portal/id6758928539 (this page in markdown: same URL + `.md`)
- Developer: [Jaxmo Solutions LLC](https://appshunter.io/developer/1875820638)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.1 · 36 MB
- Languages: American English
- Released: 2026-02-19
- Data updated: 2026-07-09
- User reviews in markdown: https://appshunter.io/ios/app/jaxmo-tax-client-portal/id6758928539/reviews.md

## What is Jaxmo Tax Client Portal?

Jaxmo Tax Client Portal is a secure mobile app designed for clients of tax preparation offices that use Jaxmo's web platform. If your tax preparer has invited you to use this app, you can upload documents, track your filing progress, and communicate with your preparer — all protected with end-to-end encryption.

Securely scan and upload tax documents using your phone's camera. Track exactly where your return stands through every stage, from received to filed. Chat with your assigned preparer in real time with encrypted messaging.

Manage your personal information, dependents, and filing details in one place. A guided onboarding process walks you through everything your preparer needs to get started. Available in English and Spanish.

Only you and your preparer can access your information.


Note: This app requires an invitation from a participating tax preparation office. It is not a standalone tax filing service.


## Version history (last 3 releases)

### 1.1.0 — 2026-03-11

What's New:

- Improved new account verification: enter a code instead of clicking a link
- Improved password reset verification: enter a code instead of clicking a link

### 1.0.1 — 2026-02-21

Bug fixes and improvements:

- Fixed an issue where data wouldn't load correctly after signing in on a new or additional device
- Fixed an issue with removing a dependent
- Fixed navigation problems between screens

### 1.0 — 2026-02-19

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-09.*