A CPA client portal is a secure, branded online space where tax clients upload documents and track the status of their return. In AI360 CPA it's run by the Document Readiness Agent: it embeds on your existing website with a single script tag, accepts tax documents, reads them automatically as they arrive, keeps a live checklist of what's still missing, and routes each client into the right next step.
What clients can do in the portal
- Upload or photograph W-2s, 1099s, K-1s, prior returns, and ID
- See which documents are still missing
- Get automated reminders when something is outstanding
- Message the firm in one place instead of scattered email
What the firm gets
- Every uploaded form read automatically on arrival, key fields pulled off it
- A pipeline view of every return and its stage
- Automated follow-up that chases missing documents
- A portal that carries the firm's logo, colors, and name
How fast does it go live?
The portal is part of AI360 CPA, a managed 30-day installation. Our team installs and brands it around the way your office already works. One script tag on your existing site activates it — no rebuild, no new domain.
Does the portal replace tax software?
No. The portal handles intake, documents, and communication. Your team still prepares the return in the tax software you already use. See what AI360 CPA is.