Document Portal

Collect, organize, and review client documents in one place.

Clients shouldn't email tax returns. They shouldn't upload to Dropbox. Staff shouldn't hunt through Outlook folders to find a signed Form 2848.

TaxRes CRM gives clients a secure portal to upload documents, complete financial intake, and sign authorizations — and brings everything back into the client file automatically, where it belongs.

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The Problem

Client documents end up everywhere except the client file

A single resolution engagement requires collecting W-2s, bank statements, prior returns, IRS notices, financial statements, and signed authorizations. Without a dedicated intake process, those documents arrive through email, text, and fax — then have to be manually sorted and attached to the right file.

Clients send sensitive documents to personal email addresses nobody else can access.
Staff request the same document twice because the first upload was never logged.
Signed forms get lost between email threads and local desktops.
Taxpayer information sits in inboxes instead of secured storage.
New team members can't find documents without asking a colleague.

As active cases grow, the document problem compounds. A firm with 50 active clients is managing hundreds of unstructured attachments across dozens of email threads.

The Solution

A secure portal that brings everything back to the client file

TaxRes CRM gives each client a dedicated portal where they can upload documents, complete a financial intake form, and sign authorizations — without creating a login or installing anything. Every action they take writes a note to their file automatically.

Staff organize documents inside the client record by category, review what's been received and what's still outstanding, and send forms for e-signature directly from the case. Public portal access and the internal CRM are completely separate — clients never see the staff side.

Built by a practicing tax-resolution professional. Refined every day through real client work. Learn more →

Why It Matters

Secure document handling builds client trust

Tax-resolution clients are sharing bank statements, tax returns, pay stubs, and IRS transcripts. A dedicated upload portal communicates professionalism. Every upload is logged, every signature timestamped and returned to the file, every completed intake form visible to the team. Role-based access controls ensure document access matches each staff member's responsibilities.

When documents are organized, staff spend less time searching and more time working cases. When clients have a clear place to send things, they send them faster.

How It Works

Documents move in one direction — into the client record

Whether a client uploads directly, a staff member attaches a file, or a signed form returns from e-signature, every document ends up organized in the client file.

Client Portal

Secure upload without a login

Clients receive a link to their dedicated portal where they can upload documents, complete financial intake, and sign forms — no account creation required.

E-Signature

Send, sign, and return automatically

Send IRS forms, engagement letters, and other documents for electronic signature. Completed documents return to the client file automatically once signed.

Financial Intake

Structured intake for every new client

Send clients a financial intake form that collects income, expense, asset, and liability information directly into the client's financial profile — no manual data entry.

Organization

Documents sorted where they belong

Every uploaded document is categorized inside the client record. Staff see what's been received, what's pending, and what needs follow-up — without searching email.

Automatic Notes

Every action becomes part of the record

Document uploads, signature completions, and intake submissions automatically write a timestamped note to the client file — creating a complete history.

Access Control

Staff and client experiences stay separate

Clients access only their own portal. Staff access the full client record. The public portal and the internal CRM are completely isolated.

Who Benefits

Everyone who touches client documents

Administrative staff stop chasing documents through email. Clients have a clear, professional place to send information. Case managers see at a glance what's received and what's outstanding. Enrolled Agents reviewing a file for an Offer in Compromise or Installment Agreement access all supporting documents without asking anyone where they are.

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