Tax
IRS e-file comingFederal returns and every state and DC, for 2025 and 2026, from the IRS’s own figures.
2026 return · Maria Lopez
Rental income · Schedule E✓
Retirement · 1099-R✓
Premium tax credit · 8962✓
AMT · 6251✓
Products
Eight products. One sign-up.
Each one does its own job well. Together they share one login for your team and one for your clients, so nothing gets lost between them.
Start with the one you need · the rest are there when you are ready
2026 return · Maria LopezTax
Wages (W-2)$48,200
Standard deduction, single$16,100
Federal tax withheld$4,870
Estimated refund$1,284
Welcome back, MariaPortal
Your health plan Silver 94 · Active
Your 2026 tax returnReady to sign
Messages from your agent1 new
Today · your follow-upsCRM
Call Maria Lopez about renewalToday
Send tax checklist to Ana PatelTomorrow
Collect signed form from R. OkaforDone
Garcia Bakery · INV-1043$450.00 paid
Plans for Maria LopezGetCovered
By state and income Silver 94
Details read from the exchange’s PDFChecked
Shows in Maria’s PortalYes
Invoice INV-1043Invoice
2026 tax preparation$350.00
State return$100.00
Total$450.00
StatusPaid
Form 8879 · Maria LopezSign
Taxpayer signatureDate
Maria Lopez Signed · 27 Sep 2026Proposal · Garcia BakeryDocuments
A year of bookkeeping, one monthly fee
Drafted with youReady to send
Open enrollment Q&AWebinar
Live nowChoosing a plan for 2027
Ana Patel asksCan I keep my doctor?
R. Okafor asksWhen does my plan renew?
The family
Each one has a job. All of them share a login.
Use one, or use all eight. They open from the same account and pass the work along between them.
tax.snowai.app
Portal
Your client’s one account for every service: their health plan, their tax return, their documents.
Welcome back, Maria
Your health planSilver 94 · Active
Your 2026 tax returnReady to sign
Your documents3 files
CRM
Being builtYour side: every client, every service, the money and the follow-ups, one switch from what the client sees.
Maria Lopez
ServicesHealth plan · Tax return
INV-1043$450.00 paid
Next follow-upRenewal call · Today
Read-only · exactly what Maria sees · this visit is recorded Hola de nuevo, Maria
Tu plan de saludSilver 94 · Activo
GetCovered
Health insurance quotes with real plans and prices by state and income, then enrollment.
Enrollment · LopezChecked by you
MemberMaria Lopez✓
PlanSilver 94✓
Premium$38 a month✓
Renews1 Jan 2027✓
Invoice
Invoices with a pay link, reminders that go out for you, and a receipt when it is paid.
Invoice INV-1043Paid
Total$450.00
- Sent with a pay link
- Reminder sent
- Paid by card · Stripe
- Receipt sent
Sign
Send, sign and file documents, with e-signatures your clients add from their phone.
Engagement letter · Lopez
Client signatureDate
Maria Lopez Signed · 27 Sep 2026Documents
Letters, proposals and reports, drafted with you.
Proposal · Garcia Bakery
A year of bookkeeping, one monthly fee
Webinar
Live sessions for the people you look after, like an open enrollment Q&A.
Live nowOpen enrollment Q&A
- Ana PatelCan I keep my doctor?
- R. OkaforWhen does my plan renew?
How they fit together
The work happens in six. It meets in two.
Whatever the product, your team sees it in CRM and your client sees it in Portal. Pick one to follow it through.
The client’s side
Portal
What your client sees, in English, Spanish or Hindi.
Your 2026 return · Ready to sign
Your side
CRM
What your team sees: the client, the money, the next step.
Lopez · return ready to sign
The work
2026 return prepared for Maria Lopez
One sign-up, one login for every product Health records and tax records each locked under their own key; no staff role can open them
Start with one. The other seven are already there.
One sign-up opens every product. Bring your clients when you’re ready.
Examples shown are illustrative