KeepPostdClient Portal for Accountants
Keep clients informed through tax season and beyond
See How It Looks for Accountants
This is what your clients see when they check their project status. Clean, simple, professional.
2025 Tax Return
Currently in Preparation phase • Expected: Mar 15, 2026
Project Timeline
Return In Progress
Feb 15Working through your documents. Found potential education credit—will discuss during review call.
All Documents Received
Feb 1W-2s, 1099s, mortgage statement, and charity receipts all received. Beginning preparation.
Still Missing: 1099-INT
Jan 20Please upload your bank interest statement. Check online banking or wait for mail.
Milestones
Project Details
Contact your project manager directly.
Sound Familiar?
Accounting clients need visibility into where their returns, filings, and financials stand—especially during busy season when you can't answer every call.
Tax season phone calls overwhelming staff
'Is my return done yet?' A portal answers that question without a call.
Clients missing deadlines
When milestones show what's needed from them, clients provide documents on time.
Status updates eating billable time
Every email explaining 'we're waiting on X' is time not spent on actual work.
Multiple family members/partners needing access
Spouses, business partners—everyone can check status without separate updates.
How KeepPostd Helps Accountants
One link per client. All updates in one place.
Survive busy season
Clients self-serve status checks. Your phone stops ringing off the hook.
Get documents faster
Visible milestones show what's waiting on the client. They see the hold-up is them.
Reduce repetitive questions
Progress is visible. 'Where's my refund?' becomes checking the portal.
Look modern and tech-forward
A client portal signals you're not your father's accountant.
Perfect For
Helping accountants survive tax season with fewer client calls
How It Works for Accountants
Set up tax return tracking
Create a portal for each client's tax return. Add milestones: Documents Requested, Received, Preparation, Review, Filed.
Request documents visibly
Post what documents you need. Clients see exactly what's missing—and know the delay is on them.
Share progress without calls
When clients call asking 'is my return done?', the portal already has the answer. Phone stops ringing.
Notify when ready
Post 'Ready for Your Review' or 'Return Filed'. Clients get notified and take action without chasing.
Ready to Transform Your Client Communication?
Join thousands of accountants who've eliminated "where are we at?" emails.
Free forever plan • No credit card required