A client portal for accounting firms.
Tax season is a document-collection problem wearing a deadline. A portal that chases files politely and relentlessly changes the season.
Email attachments are the enemy
Documents arrive by email, text, and shoebox. Staff spend mornings figuring out who still owes what. Clients, meanwhile, cannot tell if their return started. Everyone is anxious; nobody has a list.
What your firm portal would include
- Per-client document checklists that show exactly what is missing
- Automated reminders that escalate politely until the file arrives
- Secure upload with confirmations, replacing email attachments
- Return and engagement status clients can check themselves
- E-signatures on organizers, 8879s, and engagement letters
Season-proof, and yours
The portal runs encrypted in accounts the firm owns. Keep me on through busy season for changes and support, or not: the portal keeps working because you own it.
I can build this for your business.
Tell me how your team works today. You get a clear scope and price before any work starts, and you own everything I build.
Will older clients actually upload documents?
The upload flow is deliberately dead simple: click the email link, phone camera, done. Firms are usually surprised by which clients adopt it first. Holdouts can still hand you paper; the checklist tracks them too.
What does it cost?
It depends on what the portal needs to do. You get a clear scope and price before any work starts. Set that against the staff hours currently spent chasing documents in March.
Keep reading
- Custom software for accounting firms Tax season should not run on email attachments and memory. I build the systems that chase documents and deadlines so your staff can do the work.
- Client portal development Half your inbox is clients asking things a login could answer. Status, documents, invoices, next steps: one portal, zero "just checking in" emails.
- Workflow automation for accounting firms Firms sell accuracy under deadline, then track both in heads and spreadsheets. I put the recurring work on rails.
- Client portal for law firms Half of client anxiety is not knowing what is happening. A portal that shows case status and next steps turns update calls into logins.
- See the work Client systems, agency work and my own products, named for what they do.