Run your tax practice with tools built for the way you work
Turn the way you run your tax practice into simple apps. Build a client intake and organizer, a private document portal with checklists, a return workflow and deadline tracker, appointment scheduling, billing dashboards and status updates — by describing what you need.
Start with the basics
Build the tools your tax practice actually needs
Tax work is detail-heavy and deadline-driven. You are collecting organizers, chasing documents, tracking federal and state due dates, managing extensions, coordinating preparers and reviewers, and keeping clients informed — often across email threads and spreadsheets.
Use YeshBe to build custom apps that match your process. Create an intake and organizer that adapts to each return type, a client portal with document checklists, and a workflow pipeline that mirrors your stages from intake to filed. Design a deadline tracker with due dates, extensions and owner assignments, plus dashboards for capacity and progress.
Because every firm works differently, you can tailor screens, fields and steps to your services — individual, S-corp, partnership, nonprofit and more — without taking on a traditional software project.
- Client intake and portalBuild branded intake forms and a document portal with checklists that adapt to individual or entity returns.
- Workflow and deadlinesCreate pipelines, roles and due dates for each return type, including extensions and review steps.
- Appointments your wayOffer booking for consults, drop-offs and pickups with buffers, blackout dates and busy-season caps.
- Billing and scopeTrack engagements, fees and invoices, and link them to return milestones and status.
Build it yourself
What tax consultants and tax professionals build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Client intake and organizer
Collect the right information up front with conditional questions and file uploads, then route the work to the right preparer.
PromptCreate a client intake app for my tax practice. Include: a public intake form with fields for filing type (Individual, S-Corp, Partnership, Nonprofit), contact details, household members or business entities, prior-year preparer, and preferred communication. Add conditional sections: for Individuals ask number of W-2s, 1099 types, dependents, HSA/FSA; for businesses ask bookkeeping method, payroll, number of partners/shareholders. Include an upload area for IDs and prior-year returns. On submit, create a Client record and an Intake record. Provide an admin dashboard to review new intakes, assign a preparer and reviewer, set a target due date, and export to CSV.
Document request and checklist portal
Give each client a private checklist for required documents and track what is received or missing.
PromptBuild a client portal with a per-client document checklist. Staff can add checklist items (e.g., W-2, 1099-NEC, K-1, bank statements, receipts), set due dates and notes, and generate a unique login link for the client. Clients can upload files, add comments, and mark items complete. Provide a staff dashboard showing received vs. missing items, last activity, and filters fmissing critical docs'. Include reminder dates and a button to log that a reminder was sent.
Tax return workflow and deadline tracker
Track returns from intake to filed with statuses, owners, due dates, extensions and visibility across the team.
PromptBuild an internal workflow app for tax returns. Data models: Client, Return, Task, Due Date. A Return has: type (1040, 1120S, 1065, 990), status (Intake, In Prep, Quality Review, Client Review, Ready to File, Filed), preparer, reviewer, target due date, extension flag, and e-file/mailed toggle. Provide: (1) a Kanban board by status, (2) a list view with filters by preparer, reviewer, return type, extension, and due in next 7/14/30 days, (3) a deadline calendar, and (4) a metrics page for returns by stage and overdue items. Allow CSV import of clients and bulk update of due dates by return type.
Appointment scheduling with capacity controls
Let clients book consults, drop-offs and pickups while you control availability and busy-season limits.
PromptBuild an online scheduling tool for my tax firm. Meeting types: Initial Consult (30m), Tax Planning (60m), Document Drop-off (15m), Return Pickup (15m). Let me set working hours, buffers, blackout dates, and a daily cap on meetings during Feb-Apr. Clients choose a time and enter name, email and phone. After booking, show a confirmation screen with custom instructions and an optional link to the client portal. Provide an admin calendar view, reschedule options and a waitlist when days are full.
Questions and answers
Common questions about Tax Consultants
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language, and you can refine the app step by step without coding.
Can I build a client portal for document uploads and status?
Yes. You can create a portal with checklists, file uploads, notes and status updates tailored to each client and return type.
How can I track deadlines for different return types and states?
Build a deadline tracker with due dates by return type, owners, extensions and views for what is due next. Add alerts and dashboards that fit your workflow.
Can I start from my existing spreadsheets?
Yes. You can import CSV data to seed clients, returns and due dates, then evolve the app around your current process.
Build the app your tax consultants and tax professionals business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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