Stop losing billable hours to client emails, status requests, and "where's my document?" questions.

This demo walks through a purpose-built AI client portal that gives tax firms and CPA practices a smarter way to manage client communication, documents, and project knowledge.

What you'll see in this demo:

[0:00] Client Portal Dashboard Every client gets their own dedicated portal with a unique URL. At a glance, see the status of all uploaded documents — how many have been processed, are in progress, or need attention — so your team always knows where things stand.

[0:20] Document Management Drag-and-drop upload for PDFs, Word documents, and text files. Tax returns, engagement letters, financial statements, organizers — everything lives in one place, automatically ingested and made AI-searchable the moment it's uploaded.

[0:45] AI-Powered Q&A on Client Documents This is where Portal Edge changes the game. The Ask tab lets anyone on your team — or your client — ask natural language questions directly against the uploaded document library. "What are the key deliverables?" "What did we agree on for this engagement?" "What's the filing deadline?" The AI pulls answers from the actual documents, not from memory. With 500 queries available per month per client, your team and clients can self-serve answers around the clock.

[1:40] Push Updates Into the AI Knowledge Base The Tell tab lets you log project updates — milestone completions, status changes, deliverable notes — that get ingested directly into the client's AI knowledge base. Once submitted, the AI can reference those updates when answering future questions, keeping the entire client record continuously up to date without any extra overhead.

Who this is built for: Tax firms, CPA practices, and accounting firms looking to reduce client-facing admin work, centralize engagement documentation, and give clients a modern, self-service experience — without adding headcount.