[ PORTAL SPECIFICATION ]
Streamline 1,000+ Tax Client Document Uploads Without Security Breaches.
Procurement specification for tax firms demanding frictionless mobile photo uploads, automatic reminder nudges, and bank-grade IRS compliance.
[ THE COST OF INACTION ]
The Core Risk: Staff spending 15+ hours each week calling clients to ask for missing W-2s, 1099s, and IRS notices.
[ COMPLETE COMMITTEE TOOLKIT ]
- [ 01 ]Tax Client Portal Master RFP (.docx)
- [ 02 ]Document Chasing Automation Scoring Matrix (.xlsx)
- [ 03 ]IRS Pub 4557 Security Safeguards Checklist (.pdf)
- [ 04 ]Mobile Photo Document Intake Usability Rubric (.pdf)
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[ PORTAL SPECIFICATION ]
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[ PACKAGE INCLUDES ]
- Tax Client Portal Master RFP (.docx)
- Document Chasing Automation Scoring Matrix (.xlsx)
- IRS Pub 4557 Security Safeguards Checklist (.pdf)
- Mobile Photo Document Intake Usability Rubric (.pdf)