I am building a client management app and web version for tax professionals basically to record fees and document sharing. Any feedback or suggestions you would like to give. Perks: With every suggestion or feedback accepted you get lifetime free subscription to our client management portal with total privacy and security to your client data.
To build an effective client management portal for tax professionals, focus on automated document collection checklists, year-wise file categorization, WhatsApp-integrated fee reminders with payment links, compliance due-date tracking, and role-based security controls.