Tax Intake Automation

Outcome

Secure per-client upload portal with tokenized links

• Automatic document type classification and checklist matching
• Real-time admin dashboard with per-client completion tracking
• Automated reminder sequences for outstanding documents
• Full audit trail for compliance and recordkeeping

The Problem

Tax season means hundreds of documents flowing in from dozens of clients via email attachments, text messages, and dropped-off folders. No tracking, no confirmation, no audit trail. Missing documents cause delays and client friction.

The Architecture

Built a secure upload portal with per-client tokenized links, automatic document type classification, real-time checklist tracking against required forms per client entity type, and automated reminder sequences for outstanding items.

The Solution

Clients receive a personalized upload link. Documents are classified automatically and matched against the client's required checklist. Admins see a dashboard showing which clients have submitted what, with automated reminders for missing items. Full audit trail for compliance.

Stack & Role