One branded portal with an expected-document list per client, so the gap between what you have and what the return needs is visible instead of remembered.

Client documents arrive through email, text, a portal, a shoebox, and a phone photo taken in a car park — and nobody can say what is still missing.

Portal, intake, documents, reminders.

01/Capabilities

What Collect does today.

Available now

Your client sees your firm, a checklist, and what is still outstanding.

Scope Document upload, status, messages and tasks under the firm's brand.

Verified 2026-08-01

Available now

The organizer asks what applies to this client and skips what does not.

Scope Questionnaire that branches on prior answers and prefills from known data.

Verified 2026-08-01

Available now

A per-client list of what the return needs and what has actually arrived.

Scope Per-client list of documents the return is expected to need, with received/outstanding state.

Limit Derived from prior-year data and intake answers, not from a guarantee about the client's year.

Verified 2026-08-01

Available now

Outstanding items chase themselves on a schedule you set.

Scope Scheduled follow-up on outstanding items.

Verified 2026-08-01

02/Scope

03/Security

Client documents and tax data are encrypted during transmission and while stored.
Each firm operates in a logically isolated workspace, and access is assigned according to responsibility.
Multi-factor authentication and role-based access are available.
Material actions involving documents, client data, review, and financial information are recorded with the actor and timestamp.
TaxScout maintains encrypted backups that support recovery and continuity.
Customer data is not used to train shared models.
TaxScout hosts customer data in the United States.
Security controls are mapped to relevant professional-firm requirements.

Control detail and current assurance status: /security.

04/The rest of the workflow

Document processing, workpapers, research, prior year.

Exceptions, source links, validation, decisions.

Handoff, signature, communication, billing, archive.

·/Limitations

Expected-document prediction improves with a prior-year return on file; a brand-new client starts from the intake answers alone.
TaxScout does not chase a client who has stopped responding — it tells you which client that is.

A single 1040 from client documents to CPA review, labelled for what it is.