Tax Season Without the Paper Chase.
Challenges We Solve
Common obstacles organizations face in cpa & tax firms.
Administrator vs. Advisor
Engagement letters, 8879s, W-9s, and POAs scattered across email, portals, and desktops.
Manual Data Entry
Re-keying client details into templates is slow, error-prone, and wastes valuable time.
Ever-Changing IRS Rules
eSignature, KBA, retention, and § 7216 consent requirements demand constant vigilance.
Vendor Overload
Separate tools for eSignatures, storage, client uploads, and audit prep add complexity and cost.
Compliance & Regulatory
Meeting the compliance requirements of cpa & tax firms.
Encrypted Infrastructure
AES-256 at rest, TLS 1.2+ in transit
SOC 2 Type II
Independently audited 13 August 2026
ESIGN / UETA
The federal and state law our signatures are built to satisfy
HIPAA Ready
Safeguards to support HIPAA compliance; BAA available on request
Benefits for CPA & Tax Firms
How Propper helps cpa & tax firms organizations succeed in a digital-first world.
- Up to 90% faster engagement letter prep with AI clause suggestions
- eSignatures with signer identity verification
- Automatic 3, 5, or 7-year retention rules by document type
- One-click audit packages for IRS or peer review
- Chat-style search across years of returns and documents
- Hash-sealed, immutable storage with integrity verification
Common Use Cases
How cpa & tax firms organizations use Propper.
Powered by Propper
Propper® Gen
Gen turns your data into finished documents from version-controlled templates, so teams stop drafting contracts and quotes by copy-paste.
Propper® Fabrik
Fabrik routes documents through your organization's approvals, so work moves without manual coordination, chase emails, or a person tracking who has it next.
Propper® Sign
Sign executes agreements inside the same workflow that produced them, so there is no separate signing tool to license, administer, or reconcile.
Propper® Locker
Locker stores signed documents as structured, searchable records, so you can find and report on what you have agreed to instead of digging through files.
Ready to Transform Your Document Workflow?
See where your document process is creating unnecessary cost and how Propper helps eliminate it.