Tax Season Ready, for accounting and tax firms

Stop chasing tax documents this season.

A branded client portal where clients upload documents, sign engagement letters, and pay you, built in two weeks and live before January.

$399 to startthen $199/month, SuiteDash Pinnacle included

6 build slots left before tax seasonBook by December 11

Get started for $399 Book a 20-minute planning call

Already own SuiteDash? $399 + $119/month·Prefer one payment? $1,985 one-time

Not ready yet? Get the free Tax Season Portal Checklist

The problem

February breaks the same way every year

Documents arrive by email, text, and shoebox

You spend February asking for the same W-2 three times.

Clients keep calling for status updates

Every status call is time you aren't preparing returns.

Signatures and payment lag behind the work

You file first and chase engagement letters and invoices after.

What we build

The same proven build, in tax-firm language

Tax Season Ready is our One-time setup scope configured for a small tax or accounting firm. Same two-week build, on the all-in plan or pay-in-full.

Portal deliverable	What it does for your firm
White-labeled portal with your own URL	Clients log in to your firm's portal, not a vendor's
Email sent from your firm's domain	Reminders and notices land in clients' inboxes, not spam
Intake form with welcome email	New and returning clients onboard themselves
Client folders with file permissions	One secure place per client for W-2s, 1099s, and prior returns
Client messaging	Client questions arrive in one place, not your personal inbox
Proposal and contract template with e-signature	Engagement letters signed before work starts
Invoice template with payment gateway	Clients pay by card before you file
Project template	Every return follows the same steps
3 automations	Missing-document reminders, return status updates, payment reminders
CSV client import	Your existing client list comes into the portal with you
Staff roles and two-factor sign-in	Preparers see only their clients, and every staff login is protected
Launch test and checklist	We run the whole season's flow as a client before your clients see it

How it works

Two weeks, about two hours of your time

You spend roughly 2 hours total across intake and review. We do the rest.

Week 0: Intake week

You send your client list, engagement letter, and invoice template. We map your season's workflow.

Week 1: Build week

We configure the portal, forms, templates, and automations against your actual process.

Week 2: Handoff

A recorded walkthrough, your documentation, and a portal ready for clients before January.

Why SuiteDash

One system for the whole season, and the off-season

Flat monthly pricing with unlimited staff, so adding seasonal help costs nothing extra
Your branding on every client touchpoint: login page, emails, invoices
One system for tax, bookkeeping, and advisory clients instead of a tool per service

Stop emailing tax documents

Replace emailed tax documents with a secure, access-controlled portal. Need help with your firm's written information security plan? Our sister company, PureSource, works with financial services firms.

See how a city government uses the same secure portal setup →

Proof

Built by a SuiteDash Validated Agency Partner

Run And Scale is a service of Pure Source, LLC, a SuiteDash Validated Agency Partner. Client stories from our law-and-tax, municipal, and small-business builds are being finalized now and will appear on our case studies page.

Choose your plan

Get your portal live before January

Same build on both plans. Book by December 11 to go live before filing season.

All-in plan

$399 today, then $199/mo

12 monthly payments, the first one 30 days after kickoff

SuiteDash license

SuiteDash Pinnacle included ($99/month on its own)

Your complete setup, built for your industry in two weeks

White-labeled client portal on your own web address
Email sent from your own domain, so it lands in inboxes
Sales pipeline and proposals with e-signature
Intake form, welcome email, and your client list imported
Project template, client folders, and file permissions
Client messaging in one place
Invoicing with online payments
Staff roles and two-factor sign-in
3 automations: client onboarding, task notifications, payment reminders
Launch test, recorded walkthrough, and video guide

Support, all year

Up to 2 hours of changes every month: forms, automations, templates, fixes

After year 1: keep Pinnacle at $99/month, or Pinnacle with support at $149/month.

Get started

Talk to us first

Bring your own SuiteDash

$399 today, then $119/mo

12 monthly payments, the first one 30 days after kickoff

SuiteDash license

Built on the SuiteDash license your firm already has

Your complete setup, built for your industry in two weeks

White-labeled client portal on your own web address
Email sent from your own domain, so it lands in inboxes
Sales pipeline and proposals with e-signature
Intake form, welcome email, and your client list imported
Project template, client folders, and file permissions
Client messaging in one place
Invoicing with online payments
Staff roles and two-factor sign-in
3 automations: client onboarding, task notifications, payment reminders
Launch test, recorded walkthrough, and video guide

Support, all year

Up to 2 hours of changes every month: forms, automations, templates, fixes

After year 1: support continues month to month.

Get started

Talk to us first

Prefer one payment? A one-time setup is $1,985 on your own SuiteDash license. See the one-time option →

FAQ

Common questions

We already use another portal or practice-management tool. Should we switch?

If it's working, no. We're a fit if you want flat monthly pricing, your own branding on every client touchpoint, or one system across tax, bookkeeping, and advisory work.

Will this be ready before filing season?

Yes, if you book by December 11. Builds booked later go live in the new year, we'll give you an honest date on the planning call.

Can you move our client list in?

Yes, a simple CSV client import is included, so your client list can come in with you. Larger or messier migrations are quoted separately.

What happens after launch?

On the all-in plan, support continues all year (up to 2 hours of changes a month). If you paid in full, you get 14 days of after-care, then an optional $119/month Support Plan.

How much of my time does the build take?

About 2 hours total across intake and review. We do the rest.

6 build slots before tax season.

Start now, or book a 20-minute planning call and we'll tell you honestly whether it's a fit.

Get started for $399 Book a 20-minute planning call

Or get the free checklist

Last updated: 2026-10-28