A client portal designed for simplicity and security.

Clients access their secure portal with a personal account. They see a focused checklist: upload documents, review returns, and e-sign securely. The interface is lightweight and mobile-friendly so clients complete tasks quickly with real-time status updates.

Portal To-Do List

Clients see a clear checklist of what's needed. Each task shows an Upload or E-Sign button, making it obvious what action to take next.

Guided task list with clear CTAs

Real-time status updates

Mobile-friendly interface

Your Tax Documents

Complete the tasks below to move forward

Upload your W-2

Take a photo or upload PDF

Pending

Review and sign Form 8879

E-signature required

Pending

Upload 1099-INT

Received on Jan 15, 2025

Done

9:41 AM●●●●

Upload W-2

Take a photo

or choose from files

Mobile-First Upload

Clients can upload documents directly from their phone camera or photo library. The interface provides clear guidance for capturing quality images.

Responsive Design

Works perfectly on phones, tablets, and desktops

Camera Integration

Snap photos directly or choose existing files

Image Preview

See uploaded files before submitting

Portal Highlights

Secure password-protected portals for safe client access

Guided tasks: upload, review, sign, mark 'Done'

Mobile-first uploads with image previews and basic capture guidance

Friendly reminders only when items are still missing

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Interaction Flow

You send a link with the requested items.

The client uploads files (camera or files), reviews, and signs.

You receive instant status updates and see a concise activity log.

Client Experience

"Upload your W-2 (photo or PDF)"

"Review and sign: Form 8879"

"I'm done uploading" (marks task complete)