Specialty Tax Desk

Firm tools

Secure Client-List Intake

Turn your client list into a de-identified file before you share it. You keep a private copy keyed to each client; Specialty Tax Desk only ever sees anonymous codes plus the fields you choose.

This runs entirely in your browser — your client data never leaves this computer.

How this works

  1. 1

    Upload your list

    Drop in your client spreadsheet. It stays on your computer — nothing is sent anywhere.

  2. 2

    Make a safe copy

    The tool swaps each name for a code. You keep a private key file; we only get the codes.

  3. 3

    Share and re-join

    Send us the coded file. When results come back, match them to your real clients in a click.

  1. 1Upload
  2. 2Map columns
  3. 3Firm secret
  4. 4Validate
  5. 5Preview
  6. 6Download
Upload your client list
A CSV with a header row. We parse it here in your browser — nothing is uploaded.

Upload client list (.csv)

Drag & drop a .csv here, or