Challenges Accounting Firms face every day
Sound familiar? Pathalize solves each one.
Chasing Clients for Documents
Every tax season, you send the same document request list. Clients send half the items, you follow up three times, and some arrive the day of the deadline.
Deadline Management Is Manual
Tracking filing deadlines, extension dates, and quarterly payments across dozens of clients. A missed deadline means penalties — for your client and your reputation.
No Visibility Into Client Progress
You don't know which clients have sent everything until you check each file manually. Tax season becomes a guessing game.
Onboarding Takes Too Long
New client setup involves collecting entity information, prior returns, access credentials, and authorizations. The same process, different spreadsheet every time.
How Accounting Firms use Pathalize
Document Collection
Clients see exactly what documents they need to provide. Check items off as they upload. You see completion in real-time.
Tax Season Workflows
Template-based checklists for 1040s, 1120s, partnerships, and trusts. Every return follows the same quality process.
Client Onboarding
AI-generated onboarding checklists collect everything you need — engagement letters, prior returns, entity docs, and access credentials.
Quarterly Reviews
Track quarterly estimated payments, bookkeeping reviews, and financial statement prep with recurring checklists.
Deadline Tracking
Never miss a filing deadline. Track extensions, estimated payments, and compliance dates across your entire client roster.
Year-End Planning
Checklists for year-end tax planning, entity elections, retirement contributions, and charitable giving strategies.
Last tax season was our smoothest ever. Clients uploaded documents through the portal instead of mailing us boxes of receipts.
Emily R.
CPA, Managing Partner, 8-person accounting firm
Frequently asked
Can clients upload documents directly to the portal?
Yes. Clients upload documents right in their portal next to the checklist item requesting it. No more email attachments or shared drives.
Does it work for both individual and business returns?
Yes. Create different templates for 1040s, 1120s, 1065s, 1041s, and any other return type. Each template includes the specific document requirements for that return.
Can I track progress across all clients?
Your firm dashboard shows every client, their document completion percentage, and upcoming deadlines. Identify bottlenecks before they become problems.
Is the portal secure enough for financial documents?
Yes. All data is encrypted in transit and at rest. Each client portal is isolated. Access controls ensure only authorized team members can view client data.
Can I use this alongside my existing tax software?
Pathalize handles client-facing project management — document collection, deadline tracking, and communication. It complements your existing tax prep software rather than replacing it.