Stop Chasing Clients.
Start Collaborating With Them.
Tax cases stall in the back-and-forth - missing documents, unsigned forms, unanswered questions. TaxVero's client portal gives every client a secure 24/7 workspace where they upload documents, complete questionnaires, and see their tax situation in plain language.
A Secure 24/7 Client Collaboration Platform
TaxVero's Client Portal is a secure 24/7 client collaboration platform built for tax resolution firms, CPA practices, and tax law offices. It gives clients a single workspace to upload required documents, complete tax questionnaires, e-sign IRS forms, and view their tax situation report in plain language.
Every client interaction - uploads, signatures, questionnaire responses, and AI Summary delivery - runs through the same portal and flows directly into the case workspace your team uses, eliminating the email back-and-forth and document chaos that traditional client portal tools never solved.
- Upload required documents
- Complete tax questionnaires inline
- E-sign IRS forms in-portal
- View a plain-language tax report
- Track case progress
Client Communication Is Where Tax Cases Lose Momentum
Resolution and preparation cases get stuck on the same problems, case after case.
The Inbox Bottleneck
Clients email questions, attach documents, send signed forms, ask for status updates, and every interaction lives in someone's inbox.
Tax Reports Aren't Built for Clients
When clients ask what's actually happening with their taxes, there's no client-facing artifact to share.
Questionnaires Live in PDFs
Client questionnaires sent as PDF attachments come back partially completed, illegibly handwritten, or not at all.
One Portal. Every Client Interaction.
Invite
Client receives secure portal access the moment a case opens.
Collect
Uploads required documents directly into the case workspace, and completes tax questionnaires inline - no PDF attachments.
- Preparation intake
- Resolution financial information
- OIC pre-qualification
Sign
IRS forms routed to the portal for in-portal e-signature.
- Form 2848 · Form 8821
- Resolution & preparation worksheet sign-offs
- No external tool · no re-attaching signed files
Report
AI Summary delivered in plain language - generated from Taxometrics.
- Current balances · Filing compliance status
- Key timelines · Active risk flags
- Built for the client to read independently
Align
Firm sees everything the client has uploaded, signed, and submitted.
- Client sees what's complete, what's pending, and what's next
Built for Participation, Not Just Viewing.
Most client communication workflows have a fragmentation problem. TaxVero consolidates every client-facing interaction into one connected workspace.
Single Source for Every Client Interaction
Documents, questionnaires, signatures, reports, and case status all run through the same portal. Clients learn one interface. Firms manage one workflow.
Real-Time Sync to the Case Workspace
Every client action - from an uploaded document to a completed questionnaire section, an e-signed form - appears in the firm's case workspace in real time. No batch syncs, no delays.
Mobile-Ready
Clients can upload documents, complete questionnaires, and e-sign forms from a phone or tablet - useful for capturing documents on the go and signing time-sensitive forms without requiring desktop access.
Connected Client Portal vs Email-and-Attachments Workflow
Everything You Need to Know About TaxVero's Client Portal
A client portal for tax preparers is a secure online workspace where clients upload documents, complete tax questionnaires, sign forms electronically, and view their tax situation reports. TaxVero's client portal is built specifically for tax resolution firms, CPA practices, and tax law offices with native IRS e-signature support, inline tax questionnaires for preparation and resolution intake, AI-generated client tax reports, and full integration to the firm's worksheets and forms.
A client portal for tax resolution firms is a secure workspace where clients participate directly in their own case: uploading financial documents, completing resolution intake questionnaires, and accessing a plain-language summary of their IRS situation. TaxVero's resolution client portal is built around the financial information collection that resolution cases depend on. Clients complete the questionnaire that captures income, assets, liabilities, and expenses - the same data that drives the resolution worksheet and ultimately the collection alternative strategy. The firm receives organized, signed financial information without a single phone call or email attachment.
Yes. All client interactions - document uploads, signature events, questionnaire submissions, report views - are encrypted in transit and at rest. Access is role-based, with permission boundaries enforced at the case level. Every interaction is captured in a time-stamped audit trail.
Clients receive a tax questionnaire through the portal and complete it inline rather than via a PDF attachment. Required fields are flagged, data validates as it's entered, and clients can complete the questionnaire in multiple sittings with progress saved automatically. The completed, signed questionnaire flows directly into the firm's worksheets without manual re-entry.
A general-purpose e-signature platform handles signatures but doesn't generate the IRS form, doesn't track the case context, doesn't auto-attach the signed form back to the case file, and doesn't preserve the full chain of custody in one workflow. TaxVero's IRS e-signature software is native to the case; Form 2848 and Form 8821 are generated, signed, and filed in the same workspace, with no external platform to maintain.
Yes. The portal is mobile-friendly. Clients can upload documents, complete questionnaires, view their tax report, and e-sign forms from a phone or tablet - useful for capturing documents on the go and signing time-sensitive forms without requiring desktop access.
Stop chasing clients. Start collaborating with them.
TaxVero's client portal gives every client a secure 24/7 workspace where uploads, signatures, questionnaires, and reports all run through one connected workflow.
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