Everything you and your clients need to successfully use the tax document upload portal.
Comprehensive guide for your clients explaining how to use their secure upload portal. Perfect for sending to new clients or including in welcome emails.
View Guide →Never miss a deadline again. Our comprehensive checklist covers every step from client onboarding to final returns.
Get Checklist →Calculate exactly how much time and money you'll save by automating your document collection process.
Calculate Savings →Visual breakdown of the tax document automation process. Perfect for client presentations and team training.
Download Infographic →Visit our comprehensive Help Center for tutorials, FAQs, and step-by-step guides on using the platform.
Visit Help Center →Try our interactive demo - no signup required, fully functional, takes 2 minutes.
Start Free Demo →Or start your 14-day free trial at portal.automatewithcass.com/pricing