How TASC Streamlined Client Document Collection with a No-Code Portal

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6 months ago
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Technology no-code automation document management client portal tax services accounting software workflow automation Softr Airtable financial services

Website Link Below:
https://get.softr.io/07e5rg8vpndl

TASC, a trusted tax and accounting firm, struggled with manual document collection, relying on email requests and Google Sheets to track client submissions. These inefficiencies led to delays, reporting issues, and extra workload for both TASC and its clients.

To fix this, Softr expert Kateryna Kryvenda built a custom client document portal using Softr, Airtable, and Make—all in just 20 hours. The platform now serves 80+ clients, automating document requests, streamlining uploads, and integrating seamlessly with Google Drive. Clients can easily upload files, track progress, and receive automated reminders, eliminating the back-and-forth.

Discover how no-code technology is transforming document management for tax and accounting firms!

#NoCode #Automation #DocumentManagement #TaxTech

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