Tax Document Portal
Tax Client Document Portal for a Bookkeeper. Each client sees the checklist for their return type, uploads from a phone and follows where the return stands. You get a dashboard, review tools and nudge drafts that you send yourself. Add your email to the two email flows. Free to clone.
Tax Document Portal 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: Workflows
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.
by @taskade
What you can do with Tax Document Portal
- 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 Tax Document Portal 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: Workflows
- 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