Karen, your drop-box page says it plainly: you don't start a return until you have everything. This portal makes that rule enforce itself — clients see exactly what's missing on their phone, and your list only shows a return as ready when it truly is.
Envelopes, pens, standard pricing sheets, blank engagement letters — and either Linda or Karen checking it periodically throughout each day.
Each document lands on their phone as a line on a personal checklist, and ticks itself off the moment it's recognised.
…or use the secure send, or drop it off another day. That's (570) 300-2353, from your Drop Box page.
What's still missing is listed before it's forgotten, so nothing needs faxing after the envelope is opened.
“…as they were put on the patio right before the snow storm on January 16, 2022.” — your Drop Box page
Married filing jointly? You BOTH need to sign — so each spouse signs from their own phone, and the letter isn't complete until both have.
The pens are probably frozen as they were put on the patio right before the snow storm…
If you forget something, you can fax it to me, use the secure send on this website, or drop it off another day.
Phone calls and the inevitable “phone tag” inefficiencies are the equivalent of nails on a chalkboard for me.
ALL means ALL – if someone at my firm needs to call you to request documents, then <sorry> you did not upload ALL of them.
— your 100% Remote page. So the portal asks for all of them, item by item, before anyone has to pick up the phone.
1) your tax preparation documents, 2) your Completed Drop Off Cover Sheet, 3) a Signed Engagement Letter. — your Drop Offs page
Here's all three, from a client's phone
Married filing jointly? Own a home? Gave to charity? The answers build a personal checklist — your Drop Off Cover Sheet and Tax Organizer, live on their phone.
W-2s, 1099s, the 1098 — each file is read and ticked off in seconds. A 2024 W-2 sent for a 2025 return is flagged on the spot.
Updated driver's license? Instead of texting a photo to your mobile, clients snap it straight into their checklist, where it's labelled and filed.
Typed, or drawn with a finger. Joint filers each sign from their own phone — page 1 details are already filled in.
Only when all three are in does the green flag appear — and Karen is notified. No envelope opens to a missing 1099-R.
It's the real client page your clients would open from your email. Keep scrolling to fill Alex's checklist, or make the phone live and use it yourself.
Built from the client's answers — a digital Tax Organizer: W-2s, 1099s, 1098, prior-year 1040 for new clients, ID and Social Security card.
Each upload is classified on arrival. A 2024 W-2 sent for a 2025 return is flagged to the client immediately.
The engagement letter isn't complete until taxpayer and spouse have both signed — exactly as your drop-box instructions require.
The green flag only appears when every item is in and signed. No envelope opens to a missing 1099-R.
Karen has been in public accounting since
Meet our team pageKaren L. Simons CPA LLC, in business since
BBB profile & résuméoffices to drive to — Mechanicsburg and Carlisle
Contact pagescanning your 100% remote checklist asks for. Here, a phone photo is enough.
100% Remote pageYour return-tracking spreadsheet, rebuilt as a live sheet. It updates the moment a document lands, and each client sees their own line on their link — so nobody waits for the call to say their return is complete.
| 1 | Client | Tax year | Documents | Engagement letter | Status | Last activity |
|---|---|---|---|---|---|---|
| 2 | ||||||
| 3 | ||||||
| 4 | ||||||
Your remote checklist asks for 300 dpi PDF scanning. With this portal, a phone photo is enough — and every document is checked before your video call, not during it.
“Phone calls and the inevitable “phone tag” inefficiencies are the equivalent of nails on a chalkboard for me.”your Drop Offs page
Clients see exactly what's missing on their phone, so nobody has to call.
“If you forget something, you can fax it to me, use the secure send on this website, or drop it off another day.”your Drop Box Photos: Mechanicsburg page
Missing items are flagged before anything reaches you, not after the envelope is opened.
“It will be updated once a week, Saturday.”your Tax Return Tracking page
Status updates itself the moment a document lands.
— your Book Club page. The calculator below is about giving some of that time back.
Minutes saved per return covers opening and sorting envelopes, checking for missing items, fax and phone follow-ups, and re-filing pages that arrive late. Defaults are estimates — change them to your own numbers.
Estimate: 150 returns × 20 min ÷ 60. Change any number to match your practice.
Everything on this page runs with fictitious clients. Take the sixty-second tour: it uploads sample documents, signs the letter and shows what lands on your dashboard.
The portal is the first piece. The same idea, your own rules built into software, works across the rest of the practice. A few examples:
Your Drop Offs, 100% Remote and Current Tax Season pages rebuilt around one upload link, the checklist and booking, in your own voice.
One link collects their details, last year's 1040 and ID, and builds their Tax Organizer checklist. No intake phone call.
Polite reminders on a schedule you set, from your own address, listing only what's missing. They stop when it arrives.
Sent to every returning client in one batch with their organizer, signed on a phone, filed to their folder.
When a return is complete the client gets an invoice with a pay link, and a gentle nudge if it sits.
Incoming mail and Secure Send notices sorted by client and task, with a draft reply ready for you to check.
Waiting on client, in progress, ready to e-file, paid: one live page for you and Linda.
Connects to QuickBooks for your business clients, your client portal and Calendly, so data moves on its own.
Each one is scoped and priced separately, and only if you want it.
I put it on your own address and keep it running free for 14 days. If it isn't saving you time, switch it off and owe nothing.
No long contract. The care plan is month to month and ends with one email.
Files land in your own storage or current portal. If you ever leave, everything is already where you keep it.
HTTPS uploads, private client links and a staff-only dashboard, designed with IRS Publication 4557 and the FTC Safeguards Rule in mind. Nothing you use today has to be replaced.
Pick whichever is easiest. None of them commit you to anything.
One-time build. You run it after launch, with 30 days of support.
I host it, keep it updated and make small changes within 2 working days.
You save $1,000 on setup and $150 every month.
The full build plus the care plan, at a rate locked for as long as you stay. For my first 3 firms, in exchange for honest feedback.
Prices in USD. Nothing is charged until your free days are up and you decide to keep it.
See the plans