Made by Tax Pros... FOR TAX PROS.
Made by Tax Pros... FOR TAX PROS.
Pre-Paid Tax Clients
100% automated
stop chasing leads.
PORTL™ handles client intake, engagement letters, deposits, document upload, and scheduling end-to-end.
Fully automated tax preparation
—Fully automated tax preparation—
automate every client intake
Client answers a few questions, then receive their engagement letter with pricing, and upload their documents in minutes so you stay focused on growing.
From start to finish
— From start to finish —
How It Works
Step 1: Launch Smart Intake
Branded English/Español intake routes by return type and complexity.
Captures identity, filing status, dependents / entities, and key deductions up front.
Real-time validation reduces back-and-forth, missing data, and avoidable errors.
Step 2: Instant Engagement
Rules-based pricing generates transparent quotes aligned to your service tiers.
One-click engagement letter with e-sign secures scope, disclosures, and consent.
Auto-applies rush terms, add-ons, and minimum fees when conditions are met.
Create scripts in minutes for your clone!
Step 3: Deposit & Document Upload
Step 3: Client E-Signs And Pays
Collect secure deposits or retainers before any preparation work begins.
Clients upload W-2s, 1099s, K-1s, and prior returns through encrypted links.
A dynamic checklist guides clients and tracks every required document.
Automate 100% of your content in minutes!
Step 4: Schedule Remind & Complete
Step 4: New Lead In Your Inbox
Clients self-schedule; confirmations and reminders are sent automatically.
Smart nudges chase tasks, payments, and uploads until everything is complete.
Pushes into Portl with tags, owners, deadlines, and notes.
Automate 100% of your content in minutes!
Start now
— Start now —
Who's This For?
Solo & Boutique Firms
needing consistent, pre-paid leads
Multi-Preparer Teams
wanting standardized intake and less back-and-forth
Bilingual
Practices
serving English & Spanish clients
Fast, affordable, stress-free tax prep
— Fast, affordable, stress-free tax prep —
results that keep paying off
Made by Tax Pros...
FOR TAX PROS.
fAQ.
Does PORTL integrate with our existing tools?
Yes—connect calendars and payment gateways, push data to PORTL
Does it work in Spanish?
Yes—full English/Español intake & comms.
Payments & e-sign?
Integrated deposit + e-signature out of the box.
Is client data secure and compliant?
Yes—data is encrypted in transit and at rest, with role-based access controls and audit trails; e-signatures follow ESIGN/UETA standards.
How long does setup take?
Most firms go live within 24 hours after adding your logo/brand, connecting payments and calendar, setting pricing rules, and enabling English/Español templates.
Can we customize intake and pricing?
Absolutely—use conditional questions, service tiers, add-ons, rush fees, and minimums so quotes and engagement letters match your policy.
Who owns the data—can we export or delete it?
You do. Export clients, intakes, quotes, signed letters, and docs anytime, and delete records per your retention policy.
What support is included?
Guided onboarding, live chat/email, a template library, and weekly office hours; priority response times are available on higher plans.
— Carlos Rosario, CEO
“Spending hours a day going back and forth with clients has never sat well with me.
AI has made it easier than ever to get new leads; the problem is most people don’t know what to do with them. This system fixes that permanently.
While you sleep, no matter where you are, pre-paid leads with documents uploaded can land right in your inbox. We use this exact system to power a customer acquisition machine that brings us new clients everyday.
I promise you’ll free up more time, streamline your processes and generate even more revenue."
Only 20 Spots Available
— Quick . Easy. Done —
Pre-Register Today!
get your time back, it's that simple. sign up.
