The challenge
An accounting practice was spending too much time answering repeated questions about tax, deadlines and documents.
What we built
A client portal with AI answers, document requests, e-signatures and reminders, built around the practice’s workflow.
- Client portal
- AI answers
- Document requests
The difference
Clients can find their own information, while the team has more time for accounting and less back-and-forth.
A closer look at the product
The challenge
Taxca Accountants came to us knowing exactly what was missing from accounting software. Their clients were calling every day with the same questions, "How much tax do I owe?", "When are my accounts due?", and answering them was eating up a huge amount of the team's time.
They didn't just want the calls to stop. They wanted their clients to feel better informed than ever.
What we built
Our team proposed pairing AI with a client portal, so clients ask questions and see their information directly, instead of always coming back to the practice. That idea became Docuports:
- AI-powered answers: clients ask the questions they used to phone in, and get instant answers from their own information.
- Client portal: tax positions, deadlines and documents visible to each client, any time.
- Document requests: collect exactly what's needed from clients without email chains.
- E-signatures: request and track signatures from clients in the same place.
- Reminders: set reminders for clients so nothing gets missed on either side.
The difference
Taxca now spend their time actually dealing with the numbers instead of answering the same questions over and over. The team describes their workday as genuinely more peaceful, while clients are happier, because the information they need is always at hand.
- The repetitive calls have stopped, clients self-serve through the portal.
- More time on real accounting work, less on back-and-forth.
- An ongoing product partnership, we continue to design, build and ship new features.
“We've been able to have a much more peaceful work day and focus on the actual work that needs to get done, while our customers have been kept happy because they get all the information they need and more. Couldn't be happier with this software and the whole journey, John was very professional and led the journey extremely well.”