A CPA client portal is a secure, branded online space where tax clients upload documents and track the status of their return. AI360 CPA's portal embeds on a firm's existing website with a single script tag, accepts tax documents, reads them with OCR, and routes each client into the right return workflow.
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 document parsed by OCR on arrival
- 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 the AI360 CPA platform, which launches in under 48 hours after the firm provides brand assets, workflow decisions, and access. One script tag on the firm's 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.