Client experience
A client portal your clients will actually use.
Clients book, answer a short intake, upload exactly what their return needs and watch it move from documents to filed — in English, Spanish or Haitian Creole.
A checklist built from the client's own answers.
A two-minute intake asks about employers, interest, mortgage, self-employment and dependents. The portal turns the answers into a checklist for that return, not a generic list. Consents for disclosure (Form 7216), AI-assisted processing and text reminders are separate, optional and recorded.
- Separate, auditable consents
- Checklist per return
- No jargon
Upload from any device. The assistant sorts it.
Clients drop in PDFs or photos. With the client's consent the assistant recognizes each document and ticks the matching item; anything it can't place goes to a person. Identifiers stay masked wherever staff see them.
- Drag-and-drop or camera
- Recognized documents tick themselves off
- A person checks the rest
Always know where the return stands.
A six-step tracker shows booked, portal set up, documents, professional review, authorization and filed. Reminders go out on the office's schedule, in the client's language, only to clients who said yes.
- Six clear steps
- Reminders in the client's language
- Reschedule proposals the client accepts or declines
Nothing is filed until the client reviews and approves.
After the preparer and the office approve, the client sees the figures on their return, signs by typing their name and pays the fee. The e-signature step is a labeled placeholder for Form 8879 in the current release; production connects an e-sign vendor behind the same gate.
- Figures shown before signing
- Two human approvals first
- Payment at authorization
What's included
Everything in the box.
- Online booking with held time slots
- Intake questionnaire
- Separate 7216, AI and text consents
- Checklist per return
- Secure document uploads
- Scripted document recognition
- Six-step progress tracker
- Appointment details and reschedule offers
- Messages from the office
- Three languages per client
See the portal from a client's seat.
A short walkthrough with your office's questions in mind.
