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Accounting & BookkeepingClient Communication & Experience4HighClient/Taxpayer$ implied

CPA firm takes months to file simple tax return with no communication, leaving client in the dark.

Existing client portal only shows minimal status (extension filed) but no timeline, task progress, or proactive communication from the CPA.

Severity

4High

Willingness to Pay

implied

Added

Jun 7, 2026

Workarounds Described

checks proprietary webpage for status
emails CPA for update

Implied Software Gaps

Client portal with detailed task progress and proactive communication

App Concept

TaxFile Track

A client-facing project management dashboard for CPA firms that provides real-time progress on each step of tax return preparation, estimated completion dates, and automated status updates. Eliminates the need for clients to chase their accountant via email.

Key Features

Real-time progress bar showing each stage (documents received, review, preparation, review, filed)
Estimated completion date based on historical firm data
Automated push notifications (email/SMS) at each milestone
Secure document upload and request for missing info within the platform

Target Users: CPA firms with 5-50 employees handling individual and small business tax returns

Revenue Model: Per-client per-month SaaS ($5/client/month) or flat $200/month per firm for up to 100 clients

Existing Solutions Mentioned

proprietary webpage indicating extension status

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