Built for accountants, bookkeepers, and tax preparers who want one organized place to exchange documents and updates with each client. Describe your practice and generate a polished portal where clients upload receipts, review reports, and approve filings without email back-and-forth.
What's Included
- Document intake: Secure upload areas for receipts, bank statements, W-2s, and 1099s sorted by client and tax year.
- Financial dashboards: Live views of cash flow, outstanding invoices, and report status each client can check anytime.
- Deadline tracking: Reminders for quarterly estimates, filing dates, and missing documents so nothing slips.
- AI document agent: An assistant that labels uploads, flags gaps, and answers common client questions instantly.
How To Use
- Describe your services, client types, and the documents you collect.
- Generate the portal and connect it to your existing tools.
- Invite clients and assign each a private, branded workspace.
- Publish the live app and share secure access links.
Pair it with AI agents for automated document review, then explore more client portal generators to fit your firm.