One platform for accounting teams and clients.
CJ Tax Services centralizes client work, document collection, workflows, messaging, and billing into a single secure workspace.
Built for modern firms that want clarity, speed, and a consistent experience across admin and client portals.
Where practices lose time
Disjointed tools make it hard to keep client work on track and visible.
Scattered client data
Notes, files, and status updates live in different systems.
Missing documents
No clear intake flow or visibility into what is outstanding.
Workflow delays
Manual handoffs slow tax, payroll, and monthly closes.
Communication gaps
Client updates are buried in emails or disconnected threads.
Billing follow-ups
Invoices and payment status are not visible to clients.
Firms needed a unified workspace to stay proactive, automate follow-ups, and keep every client aligned.
Unified admin + client portals
CJ Tax Services connects your internal team with your clients through one shared system of record.
Every document, request, workflow, deadline, and invoice stays visible to both sides with clear status updates.
Solution Highlights:
- Single source of truth for each client
- Automated workflows and deadline tracking
- Secure messaging tied to work items
- Transparent billing and payment status
Everything your practice needs
Eight modules that map directly to how accounting firms deliver work.
Client Management
Maintain a complete client profile with status, contacts, filings, and service plans.
- Centralized client records
- Multi-entity and multi-state visibility
- Quick actions from a single profile
Document Collection
Request, receive, and review documents with clear status and version history.
- Secure uploads with tracking
- Versioned document history
- Client-facing upload portal
Client Requests
Create request templates and monitor completion with live status updates.
- Reusable request templates
- Due dates and reminders
- Client-side upload flows
Workflow Automation
Track tasks across tax, payroll, and advisory with a single workflow board.
- Kanban workflow views
- Assigned owners and checklists
- Progress visibility across teams
Deadline Tracking
Keep filings and deliverables on schedule with smart reminders.
- Centralized deadline calendar
- Priority and status badges
- Alerts for overdue work
Secure Messaging
Keep every client conversation tied to the right workflow and document.
- Threaded conversations
- Context-aware messages
- Notifications and response tracking
Billing & Invoices
Deliver invoices, collect payments, and keep clients informed.
- Invoice creation and tracking
- Payment status visibility
- Client self-serve billing
Reports & Analytics
Monitor revenue, team workload, and client activity in one dashboard.
- Revenue and pipeline reporting
- Task completion metrics
- Client engagement insights
All client work in one dashboard
Track requests, deadlines, billing, and messages in a single view so the team always knows what is next.
Results firms care about
Faster closes, fewer follow-ups, and higher client satisfaction.
Shorter turnaround
Reduce delays by keeping requests and workflows visible.
Higher document completion
Clients see exactly what is needed and when.
Improved cash flow
Transparent billing helps invoices get paid faster.
Aligned teams
Everyone works from the same source of truth.
Audit-ready visibility
Every action is tracked with clear activity logs.
Move from scattered spreadsheets to a modern practice platform.
Who this platform serves
CJ Tax Services is built for firms that need precision, visibility, and client alignment.
Accounting Firms
Multi-service practices managing tax, payroll, and advisory work.
Bookkeeping Teams
Recurring monthly closes with steady client requests.
Advisory Services
Strategy and CFO engagements that need clear deliverables.
Distributed Teams
Teams spanning offices who need consistent visibility.
Compliance-led Firms
Firms with strict audit and deadline requirements.
Designed for real accounting workflows
We built this platform around the way accounting teams and clients actually work together.
- Client-ready portal for uploads and updates
- Operational clarity for partners and managers
- Automation that reduces manual follow-up
- Modern UI that is easy to onboard
Clear Requests
Transparent Billing
Unified Messaging
On-time Delivery
Simple, transparent pricing
Choose the plan that fits your firm. All plans include unlimited clients, documents, and storage.
Starter
For solo practitioners getting started
- 1 team member
- Unlimited clients
- Client portal
- Document management
- Secure messaging
- E-signatures
- Invoice & payments
- Email support
Pro
For growing firms that need more power
- Everything in Starter, plus:
- Unlimited team members
- Workflow automation
- Deadline tracking
- Team chat & collaboration
- Request templates
- Workload management
- Priority support
- Custom branding
Business
For established firms needing enterprise features
- Everything in Pro, plus:
- Dedicated success manager
- Advanced analytics & reports
- API access
- QuickBooks integration
- Audit log & compliance
- SSO & advanced security
- Phone & video support
- Custom onboarding
Frequently asked questions
Does this include both admin and client portals?
Yes. Admin teams manage clients and workflows while clients access their own portal for uploads, requests, and billing.
Can we configure request templates?
Yes. You can build reusable request templates with due dates and file requirements.
How do clients upload documents?
Clients can upload directly in the portal and see the status of each request.
Is billing and payment tracking included?
Yes. Send invoices, track paid status, and show payment history to clients.
Ready to modernize your practice?
See how CJ Tax Services connects your team and clients with a clear, consistent workflow.