Client document portal for CPA firms
Client document intake for CPA firms
Portezza keeps tax-season intake organized with a clear client checklist, visible progress, and fewer follow-ups without changing how your team already works.
- Collect W-2s, 1099s, K-1s, prior-year returns, and ID verification in one request link.
- See what is missing at a glance without digging through email threads.
- Keep a repeatable intake flow for year-over-year clients.
Client tax intake
2024 Individual Return - Due in 6 days
Portal link
Copyhttps://portezza.com/r/tax-2024
Automated reminders
Nudge clients until the packet is complete.
Works for the documents your clients already send
Choose a vertical to see the exact intake workflows and document lists Portezza supports.
Clients do not ignore requests. They get unclear ones.
When intake is scattered across email threads, packets stay incomplete. Portezza gives each client one link, a clear checklist, and visible progress so they finish without hand-holding.
Tax packet progress
How it works
A clean request flow, every time
Create a checklist, share a link, and track progress in one place.
Create a request list
Ask for the exact documents you need in one checklist.
Client uploads with clear progress
Clients see what is pending and what is done, so they complete packets faster.
Review and follow up in one place
See uploads, comments, and status in one view - no more searching.
Proof points
Practical outcomes teams care about
Portezza keeps intake predictable without changing how your firm operates.
Clear intake status for every client
Fewer "missing document" emails
Branded, professional client portal
Centralized history for repeat clients
Trust and compliance, built into the workflow
Portezza reduces risk by keeping sensitive documents out of email and inside a controlled intake portal.
- Audit trail per request with sent, viewed, and uploaded activity.
- Client access stays tied to a single portal link and checklist.
- Security questionnaires and data handling summaries available on request.
Process integrity
Every step stays visible
Request sent
Tax packet shared with client
Client action
Uploaded W-2 and 1099s
Reviewer note
Missing K-1 statements
Make client intake predictable
See Portezza on your workflow in under 15 minutes.