SFDIFYUXUSTAXXFintech / Tax
Tax and business, rebuilt digitally.
A client portal, preparer workspace and document pipeline for a tax and accounting practice that works year-round.
Three surfaces, one record
Clients upload. Preparers review. Nothing gets emailed.
Preparer workspace
A queue, not an inbox.
Ready for review18
Waiting on client42
Filed this week127
Document pipeline
Forms read themselves.
OCR and classification sort uploads into the right return and flag missing pages before a preparer opens the file.
Business services
Bookkeeping, payroll and entity formation in the same portal.
Estimated refund
$2,340
Q3 estimated paymentSep 15
Platform
Web portal + preparer desktop
Stack
Next.js, .NET, Azure, DocuSign
Compliance
IRS Pub. 4557 safeguards, SOC 2 hosting
Built by
SFDIFY, owned and operated
Work with SFDIFY
Digitizing a professional practice?
Portals, document pipelines and compliance-heavy workflows are where we do our most careful work.