🔐 Client Portal
Secure client portal for tax professionals. Enable clients to upload documents, view status, and communicate securely with your practice.
Portal Features
Document Upload
Clients can securely upload tax documents, receipts, and other required paperwork directly to your practice.
- Secure file upload with encryption
- Multiple file format support
- Automatic organization by tax year
- Progress tracking and notifications
Secure Messaging
Two-way communication between you and your clients with encrypted messaging and file sharing.
- Encrypted messaging system
- File sharing capabilities
- Message history and tracking
- Mobile-responsive design
Status Tracking
Clients can view the status of their tax return preparation and receive real-time updates.
- Real-time status updates
- Progress tracking
- Estimated completion dates
- Notification system
Security & Compliance
Enterprise-grade security with IRS Publication 4557 compliance for safeguarding taxpayer data.
- AES-256 encryption
- IRS compliance standards
- Secure authentication
- Audit trail logging
How It Works
Invite Your Clients
Send secure portal invitations to your clients via email or SMS with their unique access credentials.
Client Login & Upload
Clients log in securely and upload their tax documents using our intuitive, mobile-friendly interface.
Secure Communication
Communicate with clients through encrypted messaging, share updates, and request additional documents.
Status Updates
Clients receive real-time updates on their tax return status and can track progress throughout the process.
Benefits for Your Practice
⚡ Improved Efficiency
Reduce time spent on document collection and client communication by up to 70%.
🔒 Enhanced Security
Meet IRS security requirements with enterprise-grade encryption and compliance standards.
😊 Better Client Experience
Provide clients with a modern, secure portal for document sharing and communication.
📱 Mobile Access
Clients can access the portal from any device, making document uploads convenient and easy.
Ready to Get Started?
Transform your client experience with Conecta's secure client portal. Streamline document collection and improve client communication.