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Tax season without the email archaeology.

Your client list and deadline tracker become a portal where documents arrive on their own and nothing slips past a due date.

100+ apps built · Free to start · No credit card
TRUSTED BY TEAMS AT
SILCAPandazzzGoodlordEvolved PGMSNCitadel MortgagesCorsearchStillioHabit SalonCorra
Your sheet
ClientTaskDeadlineDocsStatus
Rivera LLC1120-S returnMar 157 of 9Waiting on docs
J. Whitmore1040 + Sch CApr 15CompleteIn review
Kessler GroupQ1 payroll filingsApr 302 of 5Not started
Becomes
Client portal
Document intake
Deadline tracker
Fee calculator

What accountants build here

All of it from the one sheet you already keep.

Client portal

Read more →

Each client logs in, sees what you need from them, and uploads it there.

portal.yourfirm.com · Rivera LLC
Client portalShare
Docs
7 of 9
Due
Mar 15
Status
On track
W2W-2sUploaded
1I1099-INTMissing
PYPrior year returnReceived
Synced to Sheets · live

Sheet to software in three steps

Bring the sheet

Upload the file or connect the Google Sheet, exactly as messy as it is today.

Say what you need

Plain English. "Turn this into a job tracker my crew can open on their phones."

It goes live

Minutes later it is a real app on a real URL. If anything is off, a live engineer is one click away.

24/7 live help from real engineers AI that knows your data, inside every app Logins for the whole team Hosted on your own domain
You can get started for free
Build it now, or talk it through with a real person first.

Sound familiar?

The three complaints we hear most.

You are a highly trained document chaser

February through April is asking people for the same PDF three times. A portal shows each client exactly what is missing and takes the upload, so the chasing happens without you.

Sixty clients, one deadline tab

Every filing date for the whole practice lives in one tab that only stays accurate if someone keeps it accurate. A tracker that flags at-risk deadlines on its own is the difference between calm and penalty letters.

The version problem

Client_Final_v3_REVISED.xlsx is a punchline because it is real. When intake, status, and files live in one place per client, the answer to "which file is current" is always the same: the one in the portal.

Questions accountants ask us

Yes. Data is encrypted in transit and at rest, every portal login is scoped to one client, and nothing is ever shared or used for training. On-premise options exist for firms that require them.

The portal is a single page with a clear list and an upload button. Clients who can attach a file to an email can use it, and most prefer it once they see their checklist.

Yes. It is built from your tracker, so your columns, your task names, and your workflow carry straight over.

The first tool is free to build. After that, one flat monthly subscription covers the portal, the tracker, and anything else you add. No per-client fees.

Real engineers around the clock, replying in minutes, including the second week of April. They fix things live while you stay on the return.

Build it from the sheet you already have.

Free to start. One subscription covers everything you build.

Start building free Talk to us

Guides for accountants