CPA & Accounting Services

TaxEdge Partners offers professional tax, audit, and advisory services for individuals and businesses. This client portal simplifies collaboration by providing secure access to documents, appointment scheduling, billing visibility, and direct communication—streamlined through Zoho CRM, Books, WorkDrive, Vault, and Desk.

Dashboard
Dashboard

An interactive and fully customizable client dashboard designed to enhance engagement. Display personalized content using merge fields, showcase media like images and videos, or embed tools and pages via iframes—all dynamically driven by Zoho data for a truly tailored client experience.

Tax Filing Progress Tracker
Tax Filing Progress Tracker

Track the stages of your tax return or audit—from document submission to review and filing. Stages are updated from CRM pipeline records.

Secure Password Vault
Secure Password Vault

A secure section powered by Zoho Vault for clients to share sensitive login credentials (e.g., QuickBooks, payroll portals) with their accountant safely.

Billing & Invoices
Billing & Invoices

View itemized invoices for services rendered, including retainers or fixed-fee packages. Pulls real-time data from Zoho Books and displays payment status.