Bookkeeper Client Portal for Tax Documents
Bookkeeper Client Portal for Tax Documents is a portal that shows each tax client what you need, takes their uploads and tracks the status of their return. It replaces the email threads where you chase clients for missing papers. Each client sees a checklist for their return type, a place to upload and a status bar. An AI assistant answers what is still needed and never gives tax advice. Built for the owner of a small bookkeeping practice. Clone it free and start with sample data.
Bookkeeper Client Portal for Tax Documents is a Taskade app kit built from one prompt: 7 projects that remember, 1 AI agent that thinks, and 4 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 7 projects, 1 AI agent, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Tax Desk. Its automations include Document uploaded: mark it and flag a photo, Client invited: build the checklist and Monday 8 AM in tax season: nudge drafts.
2 installs
by @taskade
What you can do with Bookkeeper Client Portal for Tax Documents
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Bookkeeper Client Portal for Tax Documents works
- Document uploaded: mark it and flag a photo: when a file is added to a checklist item, then Mark the item Uploaded and stamp the date and Ask the assistant to check it.
- Client invited: build the checklist: when a client is set to Invited, then Find the checklist items for their client type and Add the item to the client's documents.
- Monday 8 AM in tax season: nudge drafts: when Every Monday at 8 AM, then Tax Desk finds the clients with missing items and Find the client row.
Built with Taskade Genesis
- Category: Portals
- AI agents: Tax Desk
- Automations: Document uploaded: mark it and flag a photo, Client invited: build the checklist, Monday 8 AM in tax season: nudge drafts
- Workspace: 7 projects, 1 AI agent, 4 automations