SnugFile

Tax software for CPA firms.

The binder that builds itself

Open a return that's already organized. Clients upload tax documents of any kind through the portal instead of emailing them, and every page is read, classified and filed under the right binder tab automatically — no renaming PDFs, no building binders by hand. Anything SnugFile is not confident about goes to a review queue rather than being guessed at.

One portal for the whole season

Appointments, engagement letters, organizers, document collection, review, delivery of the finished return, and e-signing the 8879 — in one system, with nothing re-uploaded into a second one and nothing living in email.

Built for the most sensitive data there is

Your clients' data stays in the United States, and stays yours.

Contact

General enquiries: hello@snugfile.com
Support: support@snugfile.com
Security reports: /.well-known/security.txt

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