Software / Tax return preparation portal
Tax and complianceA client portal for tax returns, from upload to review.
A tax return portal lets clients answer questions and upload documents online while the accountant reviews and prepares the return. Next Noor builds these portals, including our own Sterling Ledger platform which is currently in development.
What you can expect in the system.
- Client onboarding with questions by return type
- Secure document upload and requests
- Accountant workspace with checklists and notes
- Client review and approval of draft returns
- Status updates and messaging
- Fees, payments and invoices
Where AI does the repetitive work.
Document reading
Pulls income and expense figures from uploaded statements and receipts.
Sorting
Groups transactions into the categories a return needs.
Missing item prompts
Asks the client for anything the return still needs.
Review summary
Gives the accountant a short summary of what changed this year.
Built for teams like these.
- Accountancy practices going digital
- Tax advisers handling many individual returns
- Platforms connecting clients with accountants
- Landlords and sole trader specialists
Every system is built around your own process, branding and tools. We start with a short call, agree the scope in stages, and show working software every week. A person stays in control of anything the AI does that affects customers, money or filings.
Common questions about tax return preparation portal.
Do you build tax marketplaces?
Yes. Sterling Ledger is a tax marketplace for Self Assessment, Corporation Tax and VAT that Next Noor is building.
Is client data secure?
We build with encryption in transit, role based access and audit logs, and agree retention with you.
Who files the return?
The accountant, after the client has reviewed and approved the draft.
Related software and services.
Want tax return preparation portal for your business?
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