Client Portal
Clients upload documents, view engagement status, download returns, and pay invoices — all in one secure portal. Cuts email volume in half.
BUILT AROUND / ACCOUNTING & TAX FIRMS
Client management built for accounting firms.
Custom CRM for accounting firms, CPAs, and tax preparers. Client portal, document management, deadline tracking, and workflow automation — built for how accounting firms actually serve their clients.
Discuss your workflowTHE EVERYDAY FRICTION
Sound
familiar?
- 01Clients email documents to random inboxes — nothing is organized
- 02Tax deadlines and filing dates tracked in calendars that nobody checks
- 03No client portal — clients call for every status update
- 04Engagement letters, invoicing, and payments are separate manual processes
- 05Staff workload during tax season is impossible to balance without visibility
A SYSTEM SHAPED AROUND YOU
The right pieces.
Working together.
These capabilities are a starting point. We scope the final system around your team, integrations, and requirements.
Document Management
Organized document storage by client and tax year. Secure upload links, version tracking, and quick search. No more email attachments.
Deadline Tracking
Every filing deadline, extension date, and estimated payment due date in one calendar. Automated alerts for upcoming and overdue items.
Workflow Management
Customizable workflows for tax prep, bookkeeping, and advisory engagements. Track status, assign staff, and monitor progress.
Time & Billing
Track billable hours, generate invoices from time entries, and accept online payments. Engagement letter templates included.
Staff Workload View
See who's overloaded and who has capacity. Balance assignments during busy season with real-time workload visibility.
POSSIBLE BUILDING BLOCKS
- Next.js
- React
- PostgreSQL
- Prisma
- Stripe
- AWS S3
- DocuSign API
- Google Calendar API
BEFORE WE BUILD
A little
clarity.
Can clients upload documents securely?+
Yes. Secure upload links per client, organized by tax year and document type. Encrypted storage with access controls.
Does it track all filing deadlines?+
Every federal, state, and estimated payment deadline per client. Automated alerts for upcoming and overdue items. Never miss a filing date.
Can staff see their workload?+
Real-time workload view across the firm. See who's at capacity, reassign work, and balance the team during busy season.
Does it handle engagement letters and e-signatures?+
Yes. Generate engagement letters from templates, send for e-signature, and track signed vs outstanding — all within the system.
ANOTHER PERSPECTIVE
Travel Agency
View all industries →YOUR NEXT STEP
Let’s talk about
your project.
Tell Raj what you’re working on and where you need help with accounting & tax firm crm. You’ll discuss fit, scope and the next steps before committing to a build.
RK
Raj Kumar
Founder & developer · Your direct point of contact