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Technology & Software

Tax Portals, Filing Systems & Client Workflows
Paperwork in,returns out
We build tax service websites, filing portals, calculators, and document workflows for tax professionals.
Tax work arrives all at once, and most of the effort before the deadline is not tax at all. It is chasing documents, answering the same questions and booking the same appointments.
Where tax practices lose the weeks before a deadline
Five problems that are common in this industry, and what we build against each one.
Clients send photos and forwarded emails over several weeks, and nobody is sure what is still missing.
Document upload systems
We build uploads against a personal checklist, with reminders and a clear view of what each client has left to send.
Scope this with usClients ask what they can claim and what something will cost, one email at a time.
Calculators
We build calculators and guided questionnaires that give an indicative answer and collect the facts you need.
Scope this with usThe busiest weeks of the year are spent on the phone arranging meetings.
Appointment booking
We build booking against your calendar by service and adviser, with preparation steps sent in advance.
Scope this with usA client does not know whether the return is in preparation, awaiting their approval or filed.
Client dashboards and filing portals
We build a client area with status, documents to approve, e-signature and the filed return.
Scope this with usThe site lists services and does not help a visitor decide or begin.
Tax websites
We design a site that explains services in plain language, answers common situations and starts the engagement online.
Scope this with usEverything we build for tax services
Design, engineering and AI in one team, so the website, the apps, the back office and the agents are made to work together.
Websites and brand
- Tax practice website design
- Service and guide pages
- Calculator pages
Software and integrations
- Tax software links
- E-signature links
- Practice dashboards
AI agents for tax services
Documents in, returns ready
Custom agents that work inside your own systems and channels, with clear limits and a person in charge of the decisions that matter.
Agents we build for tax services
Each agent is built around your own systems and rules, with a person in charge of the decisions that matter.
These are custom development services. Each agent's page says what it does, where it stops and what has been demonstrated so far. See all agent solutions
Start with the problem that costs you most.
Tell us what the two weeks before your main deadline look like. We will show you what the portal could have collected earlier.
What to bring
- How the process runs today, in a few lines
- The systems it has to connect to
- Who decides, and your timing
Questions that come up first
Can the portal connect to our tax preparation software?
Where the software offers an import or API, yes. Otherwise the portal delivers documents and answers organised the way your preparers need them.
Are the calculators a substitute for advice?
No. They give indicative results with clear wording, and lead the client to your advisers. The wording is agreed with you.
How do you keep personal tax data secure?
Data and documents are encrypted, access is limited to the client and their preparer, and files are kept only for the retention period you set.
Start the season with the documents in.
Every engagement starts with a scoping conversation. It is free, structured, and useful whether or not we work together.
