Solutions
Client document intake for CPA firms
Portezza is the client document portal for CPAs who want tax-season intake to stay organized, complete, and easy for clients to finish.
- 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.
Clients do not ignore requests. They get unclear ones.
When tax 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.
- One portal link per client tax packet.
- Clear checklists for W-2s, 1099s, K-1s, and prior-year returns.
- Visible progress so you can follow up with precision.
Documents CPAs request every day
Keep every tax packet in one portal link.
- W-2s, 1099s, K-1s
- Prior-year returns
- Bank statements
- ID verification
- Charitable receipts
Highlights
Why CPA teams use Portezza
Predictable intake without inbox chaos
Client-friendly checklist that reduces follow-ups
A repeatable flow for returning clients
Workflow
A clean intake path for tax season
Create a tax intake checklist once
Send one portal link per client
Track what is missing in one view
What CPA teams get
- Faster completion of tax packets
- Fewer follow-ups during deadline weeks
- Repeatable intake for returning clients
Most CPAs choose Pro. Firms with staff choose Enterprise. View pricing
What teams told us
"Assumption: Our firm reduced tax-season follow-ups after switching to a single intake portal."
Common questions
Will this replace our tax prep software?
No. Portezza sits in front of your tax prep workflow and organizes document intake.
Do clients need an account?
No. Clients use a secure link and a simple checklist.
Ready to see Portezza on your workflow?
We will map your intake process and show the portal flow in under 15 minutes.