Tax season, without the document chaos.
Clients send W-2s by email, receipts by photo, and K-1s in April. NexusPort catches all of it, files it perfectly under the right client and year, and tells you exactly what's still missing.
The intake problem, solved
Give every client one email address. Everything they send lands classified and filed in under two minutes — with the SSNs flagged.
Tax-native classification
W-2, W-2G, every 1099 variant, K-1s (1065/1120-S/1041), 1098 family, IRS notices with notice numbers (CP2000, CP14) extracted automatically. Tax year detected from the form — not the upload date.
The missing-docs checklist
A live matrix of clients × expected documents per tax year. Green check or red missing. Know who to chase in February, not April 14th.
Firm-grade audit trail
Every touch on every document logged and exportable. Peer review and quality control, answered automatically.
A member of our team will respond within 24 hours.