Accounting-Firms Self-Service Portal & Returns Tracker
Client: JDA TSG
End-to-end portal for 50+ CPA firms: intake wizard, SLA traffic-light dashboard, document delivery, and Stripe ACH payments. Firms track every tax return's status without chasing updates, lowering client check-in emails from five to one per engagement.
About This Project
End-to-end client portal that lets accounting firms submit work, monitor return status, and download deliverables. Key modules include intake wizard, SLA traffic-light dashboard, returns timeline, and Stripe ACH payment sync. Built on Airtable and Softr with Make automations. Average client check-in emails fell from 5 to 1 per return.
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