// case study · Client portal · FinTech
Draft · pending client sign-offA secure client portal for a tax and advisory firm.
Advanced Tax Group needed one place for clients to handle tax season — documents, organizers, signatures and deadlines — and one place for their team to run it. We built Tax Toolbox.
- Client
- Advanced Tax Group
- Industry
- Tax & advisory
- What we did
- Client portal · Full-stack engineering · Admin tooling · Secure document handling
sample data01
The goal
Give every ATG client a single, secure hub for tax work, and give the ATG team the controls to manage clients, content and access from the other side.
02
The challenge
- 01Clients have a lot to hand over: documents, organizers, engagement letters and answers.
- 02Different clients need different tools — individuals, rental property owners, flippers and business owners.
- 03The firm's team needs to see activity, assign services and control who can access what.
03
How we approached it
- 1
Two sides, one system
A client portal and an admin console designed together, so every client action has a matching team view.
- 2
Organizers that fit the client
Personal, rental property and flip organizers plus an income & expense tracker — each built around the questions that matter.
- 3
Secure by design
A document center and uploads built for sensitive financial files, with permission controls on the admin side.
04
What we built
Client dashboard
Action items, upcoming deadlines, active services and notifications at a glance.
Document center & uploads
Secure storage and tax-prep uploads in one place.
Tax organizers
Personal, rental property and flip organizers, plus an income & expense tracker.
Engagement letters
Review and e-sign right inside the portal.
Learning & events
Training content, resources and events for clients.
Admin console
Clients, document center, training, notifications, activity, permissions and integrations.
05
How it fits together
Clients
- Dashboard
- Uploads
- Organizers
- E-sign
Tax Toolbox
- Document center
- Services
- Notifications
- Learning
ATG team
- Client management
- Training content
- Activity
- Permissions
06
Outcomes
One hub for tax season
Documents, organizers and signatures in a single secure portal.
Built for every client type
Individuals, rental owners, flippers and business owners each get the right tools.
Team in control
Admin tools for clients, content, notifications and access.
07
Screens
Client dashboardsample data
Admin overviewsample data
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