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Tax & Accounting Agencies

Automate Your Tax Agency — From Lead to Retainer to Self-Service Client Portal

Transform the Way You Manage Clients

Streamline your tax agency operations with an all-in-one automation platform powered by Microsoft 365 and Power Platform. From lead generation to client onboarding to secure self-service portals — everything is automated, efficient, and seamless.

The Problem

Tax agencies spend too much time on manual tasks, lose leads due to inconsistent follow-ups, and struggle to manage client documentation securely. This leads to:

  • Missed opportunities

  • Slow onboarding processes

  • Compliance & security risks

  • Inefficient client communication

  • High operational costs

Our Solution

Powerful Platform helps tax agencies streamline their entire client lifecycle:

  • Capture & manage leads automatically

  • Generate and send e-signature-ready retainers

  • Create a secure self-service portal for each client

  • Automate document collection, permissions, and onboarding

  • Keep all tax documents organized & compliant

How It Works

  1. Capture Leads → Prospects submit information via your website form.

  2. Qualify Opportunities → Manual review + automated workflows.

  3. Send Retainers → Generate and deliver agreements instantly.

  4. Onboard Clients → Auto-create SharePoint subsites and user accounts.

  5. Self-Service Portals → Give clients access to documents, status updates, and communications — all in one place.

Key Features

  • Smart Lead Capture – Embed branded lead forms directly on your website.

  • Automated Retainers – Instantly generate and send retainer agreements.

  • Client Portals – Create personalized portals with secure document sharing.

  • Integrated SharePoint Sites – Auto-create subsites with dedicated permissions.

  • Seamless Onboarding – Automatically add users, create accounts, and send invitations.

  • Microsoft-Powered Security – Built on Microsoft 365 and Power Platform for enterprise-grade compliance.

Pricing Plans

Plan

Included Clients

Pricing

Free

Up to 5 Clients

Free (Lifetime)

Pay-as-You-Go

6+ clients

$4.99 / client / month

Solo Bundle 

Up to 50 clients 

$19.99 / user / month

Pro Bundle 

Up to 250 clients 

$49.99 / user / month

Enterprise

Unlimited 

Contact for Pricing

💡 Annual discounts available — save up to 15% when billed yearly.

Why Choose Us

  • Purpose-built for tax agencies
  • Cost-effective compared to industry competitors
  • Scalable for agencies of all sizes
  • Backed by Microsoft 365 security & compliance

Get Started Today

📩 Email: contactus@powerfulplatform.net
🌐 Website: www.powerfulplatform.net
🎯 Get a Free Demo: Book Now

Powerful Platform – Automating tax agencies for a smarter, faster, and better client experience.