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.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 7 projects & knowledge bases, 1 AI agent, and 4 automations & workflows — ready to run or customize after you clone.

Team Taskade published this finance app in the Taskade Community Gallery.