Your tax records
Clients can keep copies of prior tax documents and records in one organized portal instead of hunting through email.
TaxFlow
A clearer tax process from intake to filing.
TaxFlow is MTA’s accounting CRM and client portal for tax and related accounting workflows. Clients can keep copies of tax records, upload documents, estimate income taxes, submit IRS notices, use estimated-tax tools, and follow their case or filing status. On the MTA side, TaxFlow organizes the paperwork and case information so the team can reach solutions faster.
TaxFlow intake / document / status UIProduct experience preview
Millennial Tax & Accounting
One place for tax records, tools, and case progress.
TaxFlow is the client-facing accounting portal and the internal workflow system that keeps documents, notices, estimates, and tax work organized.
Upload documents & notices
Upload tax documents and submit IRS or state notices through an organized workflow so MTA can review the right information faster.
Estimates & calculators
Use tools such as income-tax estimates and estimated-tax calculators, while keeping the results connected to the broader tax workflow.
Millennial Tax & Accounting
Self-Service Fast Filing
A new client can create an account, complete intake, upload documents, get an immediate estimate, and enter a priority preparer-review queue without waiting for staff to create the account first.
1
Create your account
New clients can self-register. MTA can also create or invite accounts when the relationship starts offline.
2
Accept terms & upload
Accept the applicable engagement terms, complete guided intake, and upload the required tax documents.
3
Get an estimate
TaxFlow can provide an immediate tax estimate from the information available, clearly labeled as an estimate rather than a final return.
4
Professional review
Complete submissions enter a priority preparer-review queue with a target professional review within 1 business day, as long as every required item on the TaxFlow checklist has been submitted. Fast Filing is available for every return type TaxFlow supports.
Fast Filing is fast self-service intake plus professional review — not fully autonomous tax filing. The 1-business-day review target begins only after every required checklist item has been submitted. Final filing still depends on preparer review, required signatures, payment state, and filing-readiness controls.
Fast Filing access is provided through MTA when the online entry point is not yet available.
Existing clients can contact MTA for secure portal access.
Millennial Tax & Accounting
The TaxFlow journey
1
Intake
Answer the questions that apply to the taxpayer or business.
2
Documents
Provide the records needed for preparation through the approved secure process.
3
Review
MTA prepares and reviews the return under the approved professional workflow.
4
Approve & file
Complete required approvals/signatures and move the return through filing.
TaxFlow is a workflow tool. It should never be described as making unrestricted autonomous tax, legal, or audit decisions.
Millennial Tax & Accounting
Choose your tax path
Millennial Tax & Accounting
Frequently asked questions
Can I send sensitive documents by normal email?
No. MTA should direct sensitive tax and financial documents through an approved secure process.
Does TaxFlow prepare the return without a professional?
No. TaxFlow supports the workflow. Professional preparation/review remains part of the MTA tax service.
Can I book an appointment instead?
Yes. Visitors can use the integrated TidyCal booking page at any time.
Make tax season feel like a process, not a scramble.
Start with MTA and TaxFlow.
Book a Tax Appointment