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.

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 portals app in the Taskade Community Gallery.