Stop chasing clients for W-2s.
Let the portal do it.
Your own branded portal for new-client onboarding and every return: 1040s, business returns, estimated taxes and bookkeeping clean-ups. Clients upload by a link. Approved files file themselves into your OneDrive or SharePoint.
- No logins for clients: a link by text message and email
- Reminders until each checklist is complete
- Your logo, your web address, your sending number
- One price for the whole firm, no per-seat fees
Founding firms: $2,500 setup + $199 a month
Why now
Tax season is ten weeks of chasing. Then it starts again.
The documents you need trickle in from late January, K-1s arrive late, and estimated-tax clients need something every quarter. Every missing form is a phone call, an email and a reminder someone on your team has to remember.
Jan 31
W-2s and most 1099s go out
Chasing starts
Mar 15
S-corp and partnership returns
K-1s still missing
Apr 15
Individual returns and Q1 estimates
Peak
Jun 15
Q2 estimated tax
Sep 15
Q3 estimates, extended business returns
Oct 15
Extended individual returns
Last stragglers
Typical federal dates; when a deadline falls on a weekend or holiday it moves to the next business day.
How it works
Request to filed, without anyone chasing.
- 1
Request
Pick a checklist (1040, 1120-S, 1065, estimates, onboarding), preview the message, send.
- 2
Upload
The client taps the text or email link and uploads from their phone.
- 3
Remind
Reminders go out until the checklist is complete, then stop.
- 4
Check
Your team approves or rejects each file. AI reads a document when you click.
- 5
File
Approved files land in OneDrive or SharePoint by client, tax year and return.
What's included
Everything your team needs to collect, check and file.
| Area | What you get | When |
|---|---|---|
| Your portal | Your logo, colors and web address; staff logins protected by MFA | Go-live |
| Clients | Add one by one or import a spreadsheet; several contacts per client (spouse, bookkeeper, business partner) | Go-live |
| Requests | Ready-made checklists for 1040s, S-corp and partnership returns, quarterly estimates, bookkeeping and onboarding; preview and edit every message | Go-live |
| Reminders | Automatic by text and email, with quiet hours, until the checklist is complete | Go-live |
| “I don't have this” | Clients say a form doesn't apply this year and why; your team accepts or asks again | Go-live |
| Review | Approve or reject each file; rejections go back with your reason | Go-live |
| AI reading | One click reads a document's type, tax year and totals; your staff decide | Go-live |
| Filing | Straight into OneDrive or SharePoint by client, tax year and return | Go-live |
| Onboarding | Engagement letter e-signed, photo ID, prior-year returns and authorization forms collected | Go-live |
| Dashboard and audit log | Who's complete, partial or silent; every request, upload and approval recorded | Go-live |
| Monthly value report | Requests sent, documents collected, outstanding, average days to complete: counted, not estimated | Within 30 days |
| For firms whose clients prefer it, alongside text and email | On request |
Yours, not ours
- Your logo and web address: portal.yourfirm.com
- Your own sending number, so clients see your firm's name
- Files in your own Microsoft 365, connected through your own Microsoft account
- Self-hosting on your own accounts available from $12,500
What we don't do
- Bookkeeping or preparing returns
- E-filing anything with the IRS or your state
- Replacing your tax software: we work alongside Drake, UltraTax CS, Lacerte, ProSeries and CCH
Price
One price for the whole firm.
Founding prices stay with your firm for as long as you stay on the care plan.
| Setup | Care plan (whole firm) | |
|---|---|---|
| Founding firms (first 10) | $2,500: $950 to start, $1,550 at go-live | $199 a month (or $1,990 a year) |
| First 5 founding firms | $2,500, as above | $129 a month for 12 months, then $199 |
| Standard | $5,900 | $399 a month |
| Own it outright | From $12,500, self-hosted | $400 a month support |
The care plan covers hosting, updates, new tax-year checklists, support, 1,000 text or WhatsApp messages and 1,000 AI reads a month. Extra: $20 per 1,000 messages, $15 per 500 reads.
Our promise
Live within 15 business days of Microsoft and domain access, or your deposit back. Business texting needs carrier registration, which can take a few weeks; until it clears you go live on email, and texting switches on at no extra cost.
Your data
Built to fit your security plan.
Tax and accounting firms are covered by the FTC Safeguards Rule and need a written information security plan (WISP) that covers their service providers. Here's what we put in place for yours.
Background: FTC Safeguards Rule for tax and accounting firms. Your firm stays responsible for its own WISP.
- Hosted in the US for US firms, in your own dedicated project
- Encrypted in transit and at rest
- MFA on every staff login; every access logged
- Portal copies deleted once filed to your Microsoft 365
- AI reading runs in Microsoft Azure, only when your staff click it
- A written service agreement setting out our safeguards, for the service-provider section of your WISP
Who you'll work with
I'm Miracle Obatare. I build document-collection and compliance systems for accounting firms and regulated businesses, and I'll set up your portal personally. Our team works from Lagos, Nigeria, and covers US East Coast business hours.
Miracle Obatare on LinkedIn →Questions
Before you book
- We already use TaxDome, Canopy or SmartVault.
- Those are full practice platforms with client logins. This is link-first: clients never create an account, and files land in your own Microsoft 365. Firms use it to get documents in faster; it can sit alongside what you have.
- Does it replace our tax software?
- No. It works alongside Drake, UltraTax CS, Lacerte, ProSeries or CCH, with spreadsheet import and export, and files into your folders.
- Tax season is too busy to change anything.
- That's the reason to set it up before W-2s arrive. Once it's live, January's chasing runs itself.
- Why text messages, not WhatsApp?
- Most US clients answer texts. WhatsApp is available for firms whose clients prefer it.
- Does the AI make decisions?
- No. AI reading is optional and only runs when your staff click it. Your team approves or rejects every file.
- What do you need from us to go live?
- Access to set up the app in your Microsoft 365, a subdomain on your web address, your logo, and your checklists. We do the rest.
Book a 15-minute demo
We'll show you a sample firm set up end to end: request, client upload, review, and the file landing in OneDrive.
Calendar not loading? Email operations@dextrohq.com and we'll reply within one working day.