Tax and advisory · Portland, Oregon
Your checklist, your documents, your draft return, your signature and your accountant, in one secure place. Send a W-2 from your phone, see what’s still missing, ask about any line of the return and sign it in two minutes.
What’s in the portal
Drag in a PDF or take a photo. The portal checks it first: the right kind of file, sharp enough to read, not already sent, not password-locked.
Open itFourteen yes-or-no questions about your year. Your checklist follows the answers: sold crypto? the exchange report is added.
Open itRead the draft, compare it with the last one, ask about any line. Then answer three identity questions and sign Form 8879.
Open itConversations by topic with your accountant, with attachments and read receipts. Emails only say there’s a message.
Open itThe dates that matter to you, and your accountant’s open times to book a call or a visit.
Open itPay by bank transfer at no cost or by card, in full or in three monthly payments.
Open itHow a season goes
Tell us what changed this year; your checklist is made from it.
Upload each one when it comes. We check it and say so, or say what’s wrong.
You see each draft, what changed and why, and can ask about any line.
Both spouses sign Form 8879 online, each with their own identity check.
You see when it was sent and when the IRS accepted it.
Security
A password and a code from your authenticator app, every time on a new device. Sessions end after 15 minutes without activity.
Signing remotely, you answer questions only you can answer, as the IRS requires for e-signed 8879s. Three wrong tries and we send the form to sign by hand.
Documents and messages stay in the portal. Email only tells you that something is waiting.
Who uploaded, viewed, accepted or signed what, and when. The signed document’s fingerprint proves it wasn’t changed afterwards.
Give your bookkeeper upload-only access, or your spouse their own sign-in, and take it back in one click.
We keep your signed Form 8879 for three years, as the IRS requires, and your return files as long as you’re a client.
The firm
Individual and family returns, Schedule C and rental income, partnerships and S corporations, trusts, and year-round tax planning. Every return is prepared by one of us and reviewed by a partner before it’s filed.
(503) 555-0142 Mon–Fri, 8:30 am – 5:30 pm Pacific
Your accountant for the 2026 return. Ten years preparing returns for families with a side business.
Reviews every return before it's filed. Tax planning for households and small businesses.
Business returns, entity choice and bookkeeping clean-up.
Scheduling, invoices and anything about the portal itself.
About this example
This one has ten screens on two sides: the client’s portal and the firm’s workspace. They share one sandbox, so a document the client sends shows up in the firm’s review queue, a document the firm sends back shows up in the client’s checklist with the reason, and the return can’t be filed until both spouses have signed.
The rules live in a C# API with PostgreSQL, not in the browser: what’s still missing, whether the return can be signed, the identity answers and the lockout after three wrong tries, card and bank number checks, fees and payment plans, and the accountant’s calendar. Files never leave the browser: it reads them to check the type, pages and sharpness, and sends only a fingerprint.