Client Portal & Document Requests
Eliminate the tax season document chase. Allow taxpayers to upload W-2s, 1099s, K-1s, and receipts from mobile or desktop into a secure, organized portal for fast preparer review.
Product Highlights
Eliminating the Bottleneck in Tax Preparation
Tax preparers waste up to 15 hours per week following up on missing tax forms and matching stray email attachments to the right client file. Our portal collects and organizes every document in one secure, per-client library — so your team always knows who's ready to prepare and who's still missing items.
Engineered for Maximum Speed & Accuracy
Secure Document Collection & Organization
Clients upload W-2s, 1099s, K-1s, and receipts into a branded, encrypted portal. Every file is organized per client in one library — replacing email-attachment chaos.
Automated Missing-Document Nurtures
Sends automatic SMS and email reminders to taxpayers whenever a required schedule or W-2 is missing.
Secure Client Document Portal
256-bit encryption aligned with IRS Publication 4557 and FTC Safeguards Rule best practices for protecting taxpayer data.
Mobile Camera Upload
Taxpayers snap photos of physical tax documents on their smartphones and upload directly into the secure portal.
Simple 4-Step Process
1. Secure Invite Link
Send taxpayers an SMS/email link to access their personalized encrypted portal without password hassle.
2. Snap or Drag & Drop
Taxpayer uploads W-2s, 1099-INT/MISC/NEC, 1098s, and driver license photos.
3. Organized & Flagged
System organizes documents per client and flags missing items for preparer review.
4. Fast Return Preparation
Preparer reviews organized figures and completes 1040/1120S/1065 in a fraction of traditional time.
Primary Tax Practice Applications
Designed specifically for tax professionals preparing Form 1040, 1120, 1120S, 1065, and state filings.