Reduce missing items
Intake generates a request pack tied to your return, so clients see exactly what is required now versus only if applicable.
CincyTax tax filing workspace
A request-driven client portal built to keep tax returns moving.
Use one secure workspace to answer only what changed, upload exactly what is needed, clear blockers faster, and review authorization only when your packet is ready.
One next action at a time
Request-bound document uploads
Structured clarification tasks
Readiness and blocker visibility
What this workspace is designed to do
For tax filing only, the portal is optimized around one business outcome: fewer manual follow-ups, less missing-document review, and faster movement to preparer-ready status.
Reduce upload mistakes
Each upload is tied to a request item and receives machine feedback, replacement guidance, or a structured follow-up task.
Reduce message loops
Clients complete structured tasks first, and staff steps in only when an exception truly needs human review.
Best fit filing situations
- Returns with multiple income sources including W-2, 1099, investments, and business income.
- Self-employed taxpayers, contractors, and Schedule C filing situations.
- Personal + small business documentation that needs cleaner request tracking.
- Ohio, Cincinnati, and multi-local filing support that benefits from structured local tax questions.
- Returning clients who only want to answer what changed since last year.
What clients can expect inside
- A single dashboard with next best action, blockers, due items, and progress by request group.
- Uploads tied to specific request items, not a generic document drop box.
- Structured clarifications before freeform escalation.
- Authorization only after packet readiness and blocker checks pass.
- Secure access built around magic-link sign-in and audit-ready workflow tracking.