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Demo / sample build. Not a live client site. All names, listings, and records are fictional. Monongahela Ledger is a fictional practice. No tax services are provided.
Monongahela Ledger
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Client Portal demo

Drop a sample file to see how intake works. Your file stays on this device.

3Requested
2Uploaded
3Reviewed

Upload a document

Drop a sample file here

PDF, JPG, or PNG. Up to 10 MB.

Your checklist

Date requestedStatusDocument
ReviewedPrior-year business return
ReviewedBank statements, January to June
ReviewedPayroll summary, first half
UploadedBank statements, July to December
UploadedCard statements, full year
RequestedPayroll summary, second half
RequestedBilling deposit report, full year
RequestedEquipment purchase receipts

Sample client: Riverbend Family Clinic (Demo). Fictional data.

See the full client status portal (opens in a new tab)

In a live build This step sends the file to the firm's client portal and marks the item for review.