Structured Client Portal & Onboarding System

Includes One Lifetime Key

If your tax office is running through emails, text messages, and scattered uploads, you do not have a system. You have stress.

This SuiteDash Tax Prep Build creates a fully branded client portal designed specifically for tax professionals who want organized onboarding, secure document collection, and a professional client experience.

And yes, this package includes one Lifetime Key.

No recurring build fees for this structure. You own the setup.

Your clients log in to your company portal. They see your brand. They complete their intake. They upload documents. They sign agreements. They pay invoices. Everything in one place.

What You Receive:

• Fully branded SuiteDash client portal with your logo and brand colors • Tax preparation project template built for 1040 workflow • Custom tax intake forms • Required disclosures and acknowledgement forms • Secure document upload structure • Client task list and milestone tracking • Proposal and invoice setup • Payment integration • Automated onboarding sequence inside the portal • Client messaging setup within the system • Internal team permissions and role setup • Organized file vault structure for compliance • One Lifetime Key included • Full testing and walkthrough before launch

Who This Is For:

• Tax preparers ready to operate professionally • EFIN holders managing multiple clients • Offices onboarding high volume returns • Professionals who want compliance and structure

What This Solves:

No more chasing documents. No more wondering what a client completed. No more scattered intake links. No more disorganized folders.

Your onboarding becomes structured. Your documents stay organized. Your office runs with visibility and control.

This is backend authority built for serious tax professionals.

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