PORTAL BUILD OUT

Ready to stop running your tax business through scattered links, spreadsheets, messages, and multiple systems?

I offer custom Tax Preparer, ERO & Service Bureau Portal Build-Outs designed to help you organize, manage, and scale your tax operation from one professional system.

Your portal can be customized based on your business structure, branding, team, and services.

Portal Features May Include:

• Custom branded dashboard

• Tax Preparer management

• ERO / Office management

• Client tracking & CRM

• Client intake integration

• Training Academy & modules

• Due Diligence Center

• Document & resource center

• Software access center

• Commission & payout tracking

• Bank product tracking

• EFIN / PTIN tracking

• Agreements & onboarding

• Support ticket system

• Booking calendar integration

• Marketing resource center

• Announcements & notifications

• Reports & performance dashboards

• ERO production tracking

• Service Bureau management tools

• Role-based access & permissions

• Admin Command Center

• Custom features based on your business needs

Perfect For:

Tax Office Owners • EROs • Service Bureaus • Tax Trainers • Tax Teams • Software Resellers

This isn't just about having a pretty dashboard.

The goal is to create a centralized system that gives your business structure, organization, automation, and a professional experience for your team.

⚠️ PLEASE NOTE: Every portal build-out is customized. Features, integrations, automations, third-party subscriptions, and final pricing may vary depending on the complexity of your project.

After purchasing, you will receive the next steps needed to begin your portal build-out.

Build the system. Organize the operation. Scale the business.