Secure Organizer
Answer guided questions and see what information is still needed.
TAX · BOOKKEEPING CLIENT PORTAL
Everything your tax team needs. One secure client portal.
Complete your organizer, upload requested records, follow progress, message your team, and review approved deliverables without chasing email.
- 1 Start your organizer
- 2 Upload requested documents
- 3 Review, approve, and receive
PRODUCT PREVIEW · CLIENT WORKSPACESYNTHETIC SAMPLE DATA
ProTaxACCLIENT WORKSPACE
Action neededWelcome back, Alex
CURRENT ENGAGEMENT2026 individual tax return75% complete
Upload requested W-2
Recent files8 uploaded
Prior-year return Received
Bank statement Received
CLIENT PORTAL · SAMPLE
Good morning, Alex
2026 Tax Return75%
- Action Center 1 open
- Documents 1 needed
- Messages 1 new
- Final files Pending
fiverr.
ALREADY ORDERED THROUGH FIVERR?
Use the dedicated order path.
Confirm the order reference securely, then complete your organizer and requested uploads in ProTax.
Your next action is always visible.
The public preview demonstrates the portal. Sensitive files are accepted only after you enter the authenticated client portal.
Secure document request
Open the authenticated portal to upload a requested W-2, 1099, bookkeeping file, or supporting document.
Open secure portal2026 individual return75% complete
Waiting on one requested document
Everything you need, in one place.
Built around the steps tax and bookkeeping clients actually complete.
Document Requests
Upload requested files inside the authenticated client portal.
Review & Sign
Review and sign documents when your ProTax team makes them available.
Progress Tracking
See the current stage and the next action without calling for an update.
Messages
Keep questions and answers with the correct return or bookkeeping period.
Bookkeeping Exchange
Share monthly bookkeeping records in the matching work area.
Final Deliverables
Download approved returns, reports, and files from one place.
Your client journey
A simple, visible path from organizer to approved delivery.
Organizer
Tell us what you need.
Upload
Share the requested records.
Preparing
Your team works and follows up.
Review
Review status and questions.
Approve
Approve or sign when ready.
Receive
Download approved files.
FAQ
Frequently asked questions
Where should I upload tax documents?
Use the authenticated client portal or organizer link provided by ProTax. Do not email tax documents or Social Security numbers.
How do I know what is still needed?
Your checklist shows open requests, completed items, and the next action for each work area.
Can I message the team?
Yes. Use the message area inside your portal so the conversation stays attached to the correct engagement.
How will I receive final files?
Approved deliverables appear in the secure portal when the ProTax team marks them ready.
Your information belongs in the portal—not email.
Client-specific access, authenticated uploads, and work-linked requests reduce the risk of records becoming separated from the work.
- Role-based visibility
- Secure client sign-in
- Document requests linked to the correct work area
- Final files shared only after approval