Tired of chasing tax clients for missing documents over email ?

I built a simple client document portal that runs directly inside WordPress. The idea came from watching accountants and tax pros deal with the same mess every season: clients sending files to the wrong email, sending the wrong version, or just… not sending anything until you chase them three times.

The portal gives each client a private link with a structured intake: they know exactly what to upload, in what format, and in what order. Everything lands in one clean inbox — no digging through attachments.

What it looks like in practice:

– You build the intake once (W-2, 1099, ID, proof of address, etc.)

– Client gets a private link and follows the steps

– You receive a complete, organized submission

No extra SaaS subscription for your clients. No login to create. Just a link.

👉 Live demo: https://iakpress.com/xpressui

👉 Site: https://iakpress.com/

Built this for WordPress agencies but tax professionals seem like a natural fit. Happy to answer questions or take feedback.