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CLUSTER CLIENT-DOCUMENTS-PORTAL · 8 ENTRIES · EARLIEST ENTRY 2019-08-15

Accounting client portal apps

This cluster consists of client portal applications for tax preparation and accounting firms, enabling clients to securely upload documents, complete forms, chat, sign documents, and pay invoices. Dated entries before the index start appear sporadically from August 2019 through July 2026, with occasional new entries in 2025 and 2026. Among the tracked products, ca-compliance-vault shows the highest activity signal with 1 star, while TaxDome Client Portal and C & V Income Tax Services have 0 stars.

Entry timeline

ENTRY TIMELINE

AUG 2019: 1JAN 2023: 1APR 2025: 1DEC 2025: 1JAN 2026: 1JUL 2026: 1AUG 2026: 2
AUG 2019AUG 2026

Each bar is the month a member carries, which is a creation date where the source published one and a crawl date otherwise. Nothing in the index was found before 11 August 2026, and coverage broadened sharply on 14–15 August, so a bar from then on reports how much we found that month, not how much was built; an earlier bar reports how far back a member's own source dated it — not how long we have been watching.

Members by activity

Activity signals, not revenue.

Build origin · 2 ai-built · 6 unlabelled

Operator · 1 hobby · 5 commercial · 2 unlabelled

Two labels per entry, never collapsed into one: how it was built, and who stands behind it. Counted over the 8 listed below. Unlabelled means nothing has decided yet — not that the answer is small.

  1. 01TaxDome Client Portal0★14 dayslivecommercialClient portal app that lets accounting clients securely submit documents, sign forms, and pay invoices with their firm.
  2. 02ca-compliance-vault1★2 molivehobbyCompliance management platform that helps accounting firms manage clients, engagements, documents, invoices, and approvals with a client portal.
  3. 03C & V Income Tax Services0★14 dayslivecommercialClient portal app for tax preparation that lets users upload documents, complete forms, chat, sign documents, and pay invoices securely.
  4. 04SW Tax Portal0★1 yrabandonedliveClient portal for a tax firm that enables secure document exchange, tax return approval, and collaboration.
  5. 05Dynamic Tax & Accounting0★7 mostalelivecommercialClient portal app connecting accounting firm clients with their team through secure messaging, video meetings, document sharing, and signatures.
  6. 06begoWise Tax Firm0★9 mostaleliveMobile client portal for tax and bookkeeping clients to upload documents, track filings, and receive real-time updates from advisors.
  7. 07Secure Document Upload | Authentikos Advisory0★unknownliveai-builtcommercialSecure portal for clients to upload financial documents to an advisory firm with encryption.
  8. 08E.T.'s Financial Services Secure Suite - WHERE WE MAKE THE DIFFERENCE!0★unknownliveai-builtcommercialProvides a secure client portal for a bookkeeping and tax service, allowing document uploads and deadline tracking for clients.

Ranked by traction, highest first, and paged 20 at a time — this is a window on the cluster, never the whole of it. Ties are broken by a stable id so a product cannot appear on two pages or fall between them. Browse every cluster.