Professional document & tax management
Legatus is a comprehensive document management and tax calendar platform designed specifically for accounting firms and businesses. Centralize your document storage with full versioning, manage fiscal entities, and never miss a tax deadline with automated calendar tracking and notifications.
Complete document management with versioning, S3 storage, signed URLs, and 30+ document types. Upload, organize, and share documents securely.
Track tax obligations with automated calendars. Configure due dates by authority (IRS, state agencies), set up notifications, and never miss a deadline.
Securely store your clients' sensitive information like access credentials, passwords, and API keys. Integrated with AWS Secrets Manager for enterprise-grade encryption and access control.
Give your clients their own dashboard where they can view documents, sign them electronically, download files, check upcoming deadlines, receive notifications, and send requests directly to your firm.
Manage all your clients' fiscal entities in one place. Track entity types, addresses, contacts, and associate documents and tax subscriptions.
Role-based access control, secure credential storage, signed URLs with expiration, and complete audit trails for compliance.
Legatus Core is coming soon. Leave us your contact and be the first to know when we launch.
Coming Soon