Collection
The tax client portal, without the portal.
Firms shop for a tax client portal because they want documents back. Clients avoid portals because of logins, resets, and apps. Paloma delivers the portal's outcome - secure uploads, tracked progress, everything in one folder - through a single link.
Portals promise collection. Logins prevent it.
The password wall
A client with one W-2 to upload should not need an account, a reset email, and a six-character-minimum. Most won't bother.
Three channels of chaos
When the portal is hard, documents arrive by email, text, and paper anyway - and your team becomes the filing system.
Wrong files, found late
A photo of a dog where a W-2 should be is funny in January and expensive in March, when someone finally opens it.
How Paloma collects
One link. Every document. No excuses left.
Magic links, no logins
Each client gets a unique, secure link. Open it, upload, done - no account, no app, nothing to remember or reset.
Phone-first uploads
Clients photograph documents from their couch. HEIC photos convert to clean PDFs automatically, right side up.
AI checks every file
Each upload is verified against the document it claims to be. The client is notified immediately when it isn't, so wrong files never sit undiscovered.
Automatic follow-ups
Missing documents get automatic follow-ups on a schedule you set, stopped the moment the document arrives. Your team never sends 'just checking in' again.
Everything lands organized
Uploads are filed automatically into the client's folder, categorized and renamed - not a shared inbox your staff has to shovel out.
Secure end to end
Signed, expiring links; encryption in transit and at rest; role-based firm access with MFA. The convenience is for clients, not attackers.
Collection starts with good intake: see the tax organizer software that builds each client's checklist, and what happens next when documents are parsed automatically.
Common Questions
Book time with Abby
15 minutes. Watch a document go from a client's phone camera to an organized, verified folder.
Pick a timePrefer to write first? Contact us about Document Organization.