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Tax season brings a familiar rhythm to accounting firms — the late nights, the constant document exchanges, and the challenge of maintaining quality while managing volume. Client document collection and management is more than a mere administrative task however — it's a key driver for accurate returns.
When we designed our client portal, we focused on the specific pain points we experienced firsthand: the scattered email threads that buried critical files, the hours spent following up on missing documents, and the administrative time that pulled our attention away from analysis and client service.
Our secure client portal transforms document collection into a streamlined process that benefits both your team and your clients in tangible ways.
During peak season, every minute counts. When your team spends hours tracking down missing information, it doesn't just impact their productivity — it affects their ability to deliver the thoughtful analysis your clients deserve.
Our solution addresses this challenge by:
This structure allows your team to focus on applying their expertise rather than managing administrative tasks. The result? More accurate returns, deeper client relationships, and teams that remain energized even during the busiest weeks.
Whether you’re working with new clients or returning clients, the document exchange process should reflect your firm's commitment to organization and excellence. Our platform transforms this touchpoint by providing clients with an intuitive portal to submit their information. Clients experience a structured, professional process that builds confidence in your firm from day one.
For a first-hand look into how easy it is for clients to submit their documents through our client portal, watch the embedded demo video. We’ve prepared a transcript as well.
0:02 Hey guys, Shane here with Firm360. I'm going to show you a quick and easy way for your clients to upload their documents for tax season.
0:10 I’m a client, and you’ve already sent me an email with instructions for uploading my documents to the client portal. I’ve clicked the link, logged in, and now I’m on my client portal.
0:22 I can simply add a document, select the year, and either drag and drop files or select files.
0:28 You can upload multiple documents at once. As a typical client, I’ll upload a bunch here.
0:37 I was a little lazy this morning and didn’t want to scan my documents, so I just took some images on my phone. I’m uploading those JPEG images now.
0:47 Here they are—all the uploads I just sent. Now, let’s look at the firm-facing side where you’ll receive the documents.
0:57 In your Firm360 account, we have a client upload report. It shows that James uploaded seven documents today.
1:08 I can go into James’s document folder and see all the JPEG images he uploaded. Since we prefer working with PDFs, I’ll select all the images and merge them.
1:17 I can change the description and the type to “work papers,” delete the source documents after the merge, and then — boom! — with one click, all the JPEGs are merged into a single, workable PDF.
1:30 From there, I go into our projects, locate James’s tax return project, update the status to “preparation,” assign it to the preparer, and attach a note. The preparer knows the project is ready, and the documents are accessible.
1:58 We’ve received great feedback this tax season. Clients appreciate being able to log in without a password and upload documents at their convenience.
2:07 If you’re not already using Firm360, we’d love to help you get started. Our premium onboarding and support can have you up and running within days. You’ll start receiving documents and working on tax returns in no time.
2:40 To learn more, visit us at Firm360.com. We’d love to hear from you!
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