Taxza gives every client a secure self-service portal. After logging in with email verification, clients can view their invoices, orders, documents and tasks, upload documents and payment proof, download invoice PDFs, and comment on tasks — cutting the back-and-forth and keeping them informed without extra work for your team.
The problem
When clients cannot see their own status, they call and message constantly — for an invoice copy, a payment confirmation, an update on progress. Answering all of it by hand eats your team’s time and still leaves clients feeling out of the loop.
How Taxza solves it
The portal lets clients help themselves. They see exactly what concerns them — invoices, orders, documents and tasks — and can act: upload proof of payment, download PDFs, and comment where input is needed. Your team spends less time relaying information and more time doing the work.
How it works
Client logs in securely
Secure login with email verification gives each client their own space.
They see their status
Invoices, orders, documents and tasks are all visible in one place.
They take action
Upload documents and payment proof, download invoice PDFs, and comment on tasks.
Key capabilities
Secure login
Client access with email verification.
View invoices & orders
Clients see their billing and engagements.
Documents & tasks
All relevant files and work in one view.
Upload proof & files
Clients submit documents and payment proof themselves.
Download PDFs
Invoice PDFs are available on demand.
Comment on tasks
Clients provide input where it is needed.
Benefits
- Fewer status calls and messages to your team.
- Clients feel informed and in control.
- Payment proof and documents come in cleanly.
- A more professional client experience.
- Your team focuses on work, not relaying updates.
Example workflow
- A client logs into their portal.
- They download an invoice PDF and check their open tasks.
- They upload proof of a payment they just made.
- They comment on a task to provide a missing detail.
Who it’s for
For tax and accounting firms that want to give clients a modern self-service experience and reduce the constant back-and-forth of updates and documents.
Client Portal — questions & answers
Clients can view invoices, orders, documents and tasks, upload documents and payment proof, download invoice PDFs and comment on tasks.
Yes. Clients log in with email verification and see only their own information, governed by Taxza’s role-based access control.
Yes. Clients upload proof of payment from the portal, which routes to the right accounting head for approval.
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