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
- 01Tax Client Portal Master RFP (.docx)
- 02Document Chasing Automation Scoring Matrix (.xlsx)
- 03IRS Pub 4557 Security Safeguards Checklist (.pdf)
- 04Mobile 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)