The Interactive Shared Workspace provides a collaborative cloud-based environment for tax preparers, support teams, clients, and trusted service providers to manage responsibilities. It combines questionnaires, document collection, messaging, tax return review, authorization, and e-filing.
Repositax uses enterprise-grade security features and comprehensive audits to protect data. It subscribes to the Drata governance platform to establish procedures and measure adherence for continuous compliance.
The page lists a price of $2 per month per client, no long-term contracts, unlimited storage and users, and features including digital signatures, engagement letters, e-file authorizations, tax organizers, client education, and date management.
The Tax Prep Engagement System is an interactive shared workspace that engages and educates clients during tax return preparation and supports accuracy and efficiency for tax prep teams.
The privacy policy describes the company’s collection, use, and disclosure of information related to the Service, and says personal data is used to provide and improve the Service.
