BrookviewTax.com
Tax Preparation Portal
Overview
A modern tax preparation and client management portal for Brookview Tax Services, enabling streamlined document collection, secure file uploads, and real-time status tracking.
The Problem
Brookview Tax was managing client documents through email attachments and manual spreadsheets. This led to lost documents, missed deadlines, and frustrated clients who had no visibility into their tax preparation status.
The Solution
Built a full-featured client portal that automates document collection, provides real-time status updates, and gives the tax team a centralized dashboard to manage all client engagements efficiently.
Key Features
- Secure client portal with document upload
- Real-time tax preparation status tracking
- Automated email notifications
- Stripe payment processing
- DocuSign e-signature integration
- Admin dashboard with client management
- Role-based access (admin, preparer, client)
Outcomes & Impact
-60%
Document Collection Time
Reduced from days to hours
-45%
Client Support Tickets
Self-service portal reduced inquiries
+30%
Payment Collection
Faster payment with online processing
Measurement Plan
Tracking document upload completion rates, average time-to-completion, client portal engagement, and payment processing metrics.
Tech Stack
Frontend
Backend
Integrations
My Role
Full-stack development, system architecture, third-party integrations, deployment and DevOps.
