Real-Time Chat for CPAs and Clients

Replace scattered email threads with instant, organized messaging between your firm and your clients — right inside the Taxhance portal.

How Does Real-Time Chat Work?

1

Client Opens the Portal

Clients log into their Taxhance portal and navigate to the chat section to start a conversation.

2

Send Messages Instantly

Messages are delivered in real time via Socket.io. No page refreshes, no delays — conversations flow naturally.

3

Attach Files Inline

Share documents, receipts, or screenshots directly in the chat thread without switching to email.

What Are the Key Chat Capabilities?

Real-Time Delivery

Socket.io-powered messaging delivers messages instantly. Both parties see new messages appear without refreshing.

File Attachments

Attach documents, images, and files directly in the conversation thread for contextual sharing.

Message Search

Search across your full conversation history to find specific messages, topics, or client questions.

Read Receipts

See when your client has read a message, so you know they received time-sensitive information.

Internal CPA Messages

Leave internal notes visible only to your team. Discuss client situations without the client seeing the conversation.

Encrypted & Secure

All messages are transmitted over encrypted connections and stored on SOC 2 Type 2 certified infrastructure.

Why Does Built-In Chat Matter for CPA Firms?

Problem: Client questions get buried in long email threads

Solution: A dedicated chat channel keeps every client conversation organized and searchable in one place.

Problem: CPAs have no idea if clients read their messages

Solution: Read receipts confirm when clients have seen a message, reducing unnecessary follow-up calls.

Problem: Internal team discussion happens in a separate tool

Solution: CPA-only internal messages let your team collaborate within the same interface, keeping context together.

Problem: Clients send documents via email without context

Solution: File attachments in chat keep documents tied to the conversation that explains them.

Frequently Asked Questions

Can clients send file attachments through the chat?
Yes. Both CPAs and clients can attach files directly in the chat conversation. This is useful for sharing supporting documents, screenshots, or clarifications without switching to email.
Are there internal-only messages that clients cannot see?
Yes. Taxhance supports CPA-only internal messages within the same chat interface. Team members can leave notes and discuss a client's situation without the client seeing those messages.
Does the chat work on mobile devices?
Yes. The chat is part of the responsive web portal, so clients and CPAs can send and receive messages from any device with a browser. There is no separate app to install.
Can I search through past chat messages?
Yes. The chat includes a search function that lets you find specific messages, keywords, or topics across your conversation history with any client.

Start Your 21-Day Free Trial

Replace email chaos with organized, real-time client communication. No credit card required. Plans start at $39/mo billed annually.

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