Multi-Tenant Tax Platform

The operating system
for modern tax firms. Client portal. Return tracking. Billing. Automations.

VELA gives your firm a fully dedicated, white-labeled workspace — manage clients, track returns through every stage, collect payments, and automate operations. Every firm gets its own isolated environment. Your brand. Your clients. Your data.

Start Free Trial — 14 Days → See How It Works
No credit card required — full access for 14 days
Your own subdomain in under 60 seconds
Cancel anytime — your data is always exportable
vela-tax.com/dashboard
Overview
Clients
Returns
Billing
312
Returns This Season
$46,800
Revenue Collected
287
Active Client Portals
6.2 days
Avg. Time to File
Williams, T. — 1040 filed & accepted
Accepted
Johnson, M. — Awaiting client approval
Pending
Garcia, R. — Documents requested
Action
Thomas, K. — Payment received $175
Paid
This Season
92%
Client portal adoption
Built for
Solo Tax Preparers Multi-Office EROs Service Bureaus Accounting Firms ITIN Specialists Enrolled Agents
Who It's For

Built for every level
of the tax industry.

Whether you're a solo preparer, a growing office, or a service bureau managing a network — VELA scales with your operation.

👤
Solo Practitioners & Small Offices
Stop managing clients through spreadsheets and email threads. VELA gives you a professional platform from day one.
Client portal under your brand
Return tracking without the chaos
Online payment collection
Automated document requests
🏢
Growing EROs & Multi-Office Firms
Manage multiple preparers, locations, and hundreds of clients from a single owner dashboard with full visibility.
Multi-preparer staff access + roles
Location-level reporting
Bulk document management
EFIN + compliance tracking
⚙️
Service Bureaus & Networks
You run the infrastructure. Your offices run their clients. VELA's multi-tenant architecture keeps everything clean and separated.
Each office fully isolated
Master bureau dashboard
White-label per office
Revenue + compliance reporting across network
Platform Features

Everything your firm
needs to operate.

VELA covers the full operational lifecycle — from the moment a client inquires to the moment their refund hits.

📋
Return Lifecycle Tracking
Track every return from intake to filed — Document Collection → In Preparation → QA Review → Client Approval → E-Filed → Accepted. Real-time status visible to both preparer and client.
👥
Branded Client Portal
Clients log into a portal that looks like YOUR firm — your name, your colors, your domain. Document upload, return status, payment, and messaging all in one place. Zero VELA branding visible.
📁
Secure Document Vault
Every document — W-2s, 1099s, completed returns, engagement letters — stored with bank-grade encryption. Row-level security means your client data never touches another firm's environment.
💳
Integrated Billing & Payments
Send preparation fee invoices directly from VELA. Clients pay online via card or ACH. Track outstanding balances, payment history, and revenue — all in your dashboard.
⚡
Automation Engine
Automated document request reminders, return status notifications, payment reminders, tax deadline alerts, and filing confirmations. Your prep team focuses on returns — the system handles the follow-up.
🏢
Multi-Tenant Architecture
Built from the ground up for multi-tenancy. Every firm gets a dedicated subdomain, isolated database, and custom branding. Service bureaus see all offices. Offices see only their clients.
Live Return Pipeline
Document Collection
47 returns
Pending
In Preparation
38 returns
Active
QA Review
21 returns
Review
Client Approval
14 returns
Waiting
Filed & Accepted
192 returns
Complete
Automation Active
⚡Doc reminder sent → Johnson, M.
⚡Return filed → Thomas, K. notified
⚡Invoice sent → Williams, T. · $150
⚡IRS ACK received → Garcia, R.
Getting Started

Operational in
under an hour.

1
Create Your Firm Workspace
Sign up, choose your subdomain (yourfirm.vela-tax.com), and upload your logo. Your branded workspace is live in under 60 seconds.
2
Import or Onboard Clients
Import existing clients from a CSV or invite them directly. Each client gets their own secure portal login and document upload access.
3
Track Returns & Collect Docs
Move each return through the pipeline. VELA automatically sends reminders when documents are missing or signatures are needed.
4
File & Get Paid
Send invoices directly from VELA. Clients pay online. IRS acknowledgments are logged automatically. Refund status updates in real-time.
Service Bureau Mode

You run the network.
VELA runs the infrastructure.

If you manage a network of affiliated tax offices, VELA gives you a master dashboard across all of them — while each office operates completely independently in their own isolated environment.

Master Bureau Dashboard Per-Office Revenue Reporting Compliance Tracking Across Network Office-Level White Labeling Isolated Client Data Per Office API Access for Custom Integrations
Service Bureau · Network Overview
Val Tax · Houston, TX
312 returns
Active
Adams Tax · Sacramento, CA
189 returns
Active
Kappa Office · Atlanta, GA
244 returns
Active
NKT Alumni · Chicago, IL
97 returns
Setting up
Network total: 842 returns
Revenue: $126,300
Integrations

Connects to the tools
you already use.

💳
Stripe
Client payment collection, subscriptions, invoicing
Native
📧
Resend
Transactional email — notifications, reminders, confirmations
Native
🗄️
Supabase
Multi-tenant database, auth, row-level security, storage
Native
⚙️
n8n
Automation orchestration — connect VELA to any external system
Connected
📊
OLTPro
Tax software integration — sync return status and filings
Coming Soon
🏦
TPG / Bank Products
RAL/RAC bank product enrollment and disbursement tracking
Coming Soon
✍️
E-Signature
Client e-sign for engagement letters and completed returns
Coming Soon
🏛️
IRS e-Services
EFIN verification, e-file acknowledgments, TDS access
Roadmap
Pricing

Simple, transparent pricing.
Scale as you grow.

All plans include your branded client portal, return tracking, and document vault. No setup fees. No per-client charges.

Starter
$49/mo
Perfect for solo practitioners and small offices getting started with a professional platform.
Up to 50 active clients
1 user / preparer account
Branded client portal
Document vault (5GB)
Online payment collection
Return lifecycle tracking
Email support
Get Started →
Most Popular
Professional
$149/mo
For growing firms ready to scale operations, add preparers, and serve more clients professionally.
Up to 500 active clients
5 user accounts
Custom subdomain
Document vault (25GB)
Full automation engine
Advanced reporting
Priority support
Role-based access control
Start Free Trial →
Firm / Bureau
$349/mo
For large practices and service bureaus managing networks of offices and hundreds of clients.
Unlimited clients
Unlimited users
Custom domain (your domain)
Unlimited document storage
Service bureau dashboard
Multi-office management
API access
Dedicated support
Contact Sales →
Get Started Today

Your firm's operational platform
is 60 seconds away.

No credit card. No setup fees. Full access for 14 days. Your branded workspace is live the moment you sign up.

Start Free Trial → Book a Demo