All about the software and more

Built for Tax Professionals Who Want More Control

KLM Smart Tax gives independent tax preparers, tax offices, and growing firms the tools needed to manage clients without sending them through a confusing collection of apps, emails, text messages, and payment links.

Your branded portal can handle the customer experience from the first login through document collection, payment, preparation, review, and filing workflow.

Your customers can:

• Create a secure account and log in repeatedly

• Choose self-file or assisted tax preparation

• View your service prices before starting

• Complete an expanded tax organizer

• Enter income, deductions, credits, dependent, business, rental, investment, and healthcare information

• Upload W-2s, 1099s, identification, receipts, and supporting documents from a phone or computer

• Electronically sign required documents

• Pay through Cash App, PayPal, Venmo, or a credit/debit card checkout link

• Apply referral or discount codes

• Send and receive secure messages

• Track the progress of their tax return

• Review payment and filing-status information

• Access notary and virtual-service information

Completely White Labeled for Your Business

Your customer-facing software can display your:

• Business name

• Logo

• Favicon

• Website colors

• Login-page background

• Support email and phone number

• Service prices

• Payment accounts

• Announcement banners

• Referral promotions

• Terms and privacy links

• SEO title and description

• Social sharing image

• Custom domain or subdomain

Manage Your Entire Tax Office

KLM Smart Tax is not only a client upload page. It includes a complete office-management workflow.

Your administrator can:

• Create and manage client accounts

• Set prices for tax and notary services

• Adjust the final preparation fee

• Create referral and discount codes

• Add sale and announcement banners

• Review uploaded tax documents

• Monitor incomplete returns

• Assign work to authorized employees

• Review signatures and payments

• Track refund-transfer information

• Manage return statuses

• Create IRS-ready export packets

• Generate internal XML or connect to an existing approved MeF engine

• Manage SEO and site branding

• Review payment confirmations

• Reset customer passwords

• Unlock customer accounts

• View system and email activity logs

Authorized Staff Accounts Without Full Admin Control

Grow your office without giving every employee access to your most sensitive settings.

Create limited worker accounts for:

• Tax preparers

• Reviewers

• Document clerks

• Office managers

Assign each worker specific returns and tasks while keeping pricing, branding, licensing, and administrative controls protected.

Your staff can complete the work they are assigned without controlling the entire system.

Expanded Tax Organizer

The built-in organizer helps collect the information your preparers need before completing a return.

It includes questions and data collection for:

• Filing status

• Spouse and dependents

• W-2 income

• 1099-NEC, 1099-MISC, and 1099-K income

• Interest and dividends

• Retirement and Social Security income

• Self-employment and Schedule C activity

• Business income and expenses

• Vehicle and home-office expenses

• Investments and capital transactions

• Digital assets and cryptocurrency

• Rental properties and Schedule E

• Adjustments to income

• Itemized deductions

• Mortgage interest

• Medical expenses

• Charitable contributions

• Earned Income Credit

• Child and dependent credits

• Education credits

• Energy and clean-vehicle credits

• Marketplace health insurance

• Estimated tax payments

• State and local tax information

• Paid-preparer due-diligence questions

The information can then be reviewed and transferred into your approved professional tax-preparation and filing workflow.

IRS and MeF Integration Ready

KLM Smart Tax includes an IRS Link and MeF Adapter framework for offices that already have the proper approvals, testing, XML generator, validator, and transmission method.

The portal can connect to your existing:

• Valid MeF XML generator

• Business-rule validator

• Approved transmitter

• IFA or A2A workflow

• Third-party transmission service

• Acknowledgement and rejection system

The platform does not claim to replace IRS approval, testing, or an approved tax-calculation engine. It is designed to connect your customer and office workflow to the filing system you are authorized to use.

Flexible Payment Options

Let customers pay using the methods your office accepts.

You can enable:

• PayPal

• Cash App

• Venmo

• Credit or debit card checkout links

• Manual invoices

• Cash or in-office payments

• Pay-from-refund or refund-transfer options

Customers can submit their payment confirmation or transaction reference, and your administrator can review and mark the payment as paid.

For card transactions, the portal uses hosted payment links so card numbers do not need to be stored inside the tax portal.

Referral and Discount Tools

Turn satisfied customers into promoters.

Create referral or promotional codes such as:

• KLM25

• NEWCLIENT

• FRIEND50

• TAXSEASON

• EARLYBIRD

Choose a fixed-dollar discount or a percentage discount, set expiration dates, create usage limits, and decide which services qualify.

You can also display sale banners across the website to promote limited-time offers.

Notary and Virtual Services

Add another revenue stream by advertising notary and virtual services from the same portal.

Create and price services such as:

• Standard notary appointments

• Powers of attorney

• Affidavits

• Deeds and trusts

• Depositions

• Virtual consultations

• Document-review appointments

• Remote services when legally available

All notary-page content and prices can be edited from the administrator dashboard.

Secure Client Access

The platform includes account-security features designed for a professional client portal:

• Password reset

• Email verification

• Remember-me login

• Failed-login lockout

• Administrator two-factor verification

• Temporary-password creation

• Account-unlock controls

• Private-page search-engine blocking

• Secure document-access controls

• Activity and email logs

Each tax office should operate on its own installation and database so customer information is not mixed with another tax business.

A Custom Software Package for Every Customer

Each white-label customer can receive a customized ZIP package prepared for their own domain.

The customized package can include:

• Customer’s business name

• Customer’s branding

• Logo and favicon configuration

• Custom colors and login background

• SEO information

• Support details

• Selected plan limits

• Purchased feature access

• Unique license key

• Secure activation token

• Approved domain

• Tenant-specific setup instructions

• License-validation connection

Upload the customized ZIP to the customer’s domain, create their database, complete setup, and launch their branded portal.

No starting from scratch. No rebuilding the same system for every customer.

Choose Your Plan

Starter

A strong entry package for a small tax office.

Starting at $99 per month

• Up to 100 clients

• Up to 3 staff users

• One licensed domain

• White-label branding

• Client portal

• Document uploads

• Electronic signatures

• Payments

• Fast File workflow

• Email support

Suggested setup fee: $199

[Choose Starter]

Professional

Built for established tax offices that need more clients, staff, and advanced services.

Starting at $199 per month

• Up to 500 clients

• Up to 10 staff users

• Up to 2 licensed domains

• Full white-label branding

• Payments and discount codes

• Notary-service pages

• Staff task management

• Expanded organizer

• Fast File workflow

• MeF Adapter access

• Priority support

Suggested setup fee: $399

[Choose Professional]

Enterprise

For larger tax businesses, multi-office operations, and custom deployments.

Starting at $499 per month

• Expanded or unlimited client capacity

• Expanded staff capacity

• Multiple licensed domains

• Full white-label controls

• Custom deployment options

• Advanced licensing

• MeF Adapter access

• Priority onboarding

• Premium support

• Custom pricing and features

Setup fee: $999

Why KLM Smart Tax?

Keep your brand in front of your customers

Do not spend years building a tax business only to send customers to another company’s website.

Create recurring revenue

Use the platform for your own tax office or resell customized copies to other tax professionals.

Control your pricing

Set your tax-service fees, software plans, setup charges, discounts, referral bonuses, and payment methods.

Reduce manual work

Collect client information, documents, signatures, payments, and messages from one system.

Build a business asset

A branded platform can help increase customer retention, professionalism, and the value of your tax operation.

Great for:

• Independent tax preparers

• EROs

• Tax-service businesses

• Bookkeeping firms

• Accounting offices

• Mobile tax preparers

• Multi-office tax companies

• Tax professionals building a reseller business

• Entrepreneurs launching a tax-software brand

Frequently Asked Questions

Is this software white labeled?

Yes. You can change the business name, logo, favicon, colors, background, support details, prices, SEO, and other customer-facing content.

Can I use my own domain?

Yes. You can install the portal on a domain or subdomain such as tax.yourbusiness.com.

Can customers return and log in again?

Yes. Customers have ongoing accounts and can return to complete their intake, upload more documents, pay fees, sign forms, send messages, and monitor their status.

Can I create employee accounts?

Yes. You can create office-manager, tax-preparer, reviewer, and document-clerk accounts with restricted access.

Does it accept payments?

The portal supports payment links and confirmations for PayPal, Cash App, Venmo, and hosted credit/debit-card checkout providers.

Can I set my own prices?

Yes. You control tax-service prices, notary prices, software-license plans, setup fees, discounts, and promotional codes.

Does it file directly with the IRS?

The portal includes an IRS Link and MeF Adapter framework. Live filing requires your approved XML generator, validator, ATS-tested transmission method, and applicable IRS authorization or approved transmitter.

Can I sell this software to other tax offices?

Yes. The separate White Label Business Hub lets you create tenants, plans, customized ZIP packages, licenses, domain activations, invoices, and branding for each buyer.

Is hosting included?

Hosting and installation can be sold separately or included in your plan. Each tax office should have its own secure installation and database.

Start Building Your Own Tax Software Brand

Give customers a better experience. Give your staff a better workflow. Give your business a platform it can own, brand, and grow.

KLM Smart Tax White Label Software gives you the technology foundation—without making you start from zero.

Important Notice

KLM Smart Tax is a tax-office client portal, organizer, workflow, payment, document, staff-management, and integration platform. It does not independently grant IRS authorization or replace required professional tax software approval, current tax-law calculations, MeF schemas, ATS testing, transmitter approval, or professional tax review. Direct filing functions must be connected to an authorized and properly tested filing system.