J&K Tax Client Portal — a secure client portal for a tax preparation firm, built on Softr
I build client-facing portals on Softr for service firms from tax practices to compliance-driven businesses combining role-based dashboards with the messaging, document, and admin workflows that get clients out of your inbox and into one system.
From the partner
Tax season runs on chasing people down chasing signatures, chasing documents, chasing "did you see my email." For a growing tax practice, that chase multiplies across dozens of clients at once, and nothing about email or shared drives was built to handle it.
We built the J&K Tax Client Portal to give a tax preparation firm one place to run the entire client relationship, instead of five.
Each client logs into their own secure home base to see exactly where their return stands and what's needed from them next. The firm's admin team gets a single dashboard to manage every client and every tax year without digging through inboxes.
It includes:
🗂️ Tax year tracking, with clear status at a glance in review, waiting on client, closed
💬 Secure client messaging, so requests and updates stay logged in one thread instead of scattered emails
✍️ Document upload and signature requests, sent and tracked from the same dashboard
👥 Full client lifecycle management invited, active, or suspended visible in one list
🤖 Ask AI for the admin team, to speed up how staff manage and review client records
Built on Softr Databases with role-based views for clients versus admin staff, the portal turns "where are we with this client" from a five-minute inbox search into a five-second glance.
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Dominion
I help businesses turn ideas, spreadsheets, and manual processes into clean, powerful Softr applications. I specialize in Softr, Airtable, client portals, dashboards, directories, databases, user permissions, workflows, and integrations. I focus on understanding your goals first, then building a simple, scalable solution around them. With hands-on experience solving real Softr challenges, I deliver systems that are functional, organized, and easy to manage. Have a Softr project in mind? Let us build it.
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