For Karen · Mechanicsburg & Carlisle, Pennsylvania
Your “EVERYTHING” rule, live for your clients in 7 days.
You've seen the working prototype. Here's what goes live for Karen L. Simons CPA LLC, what else it can grow into, and how to start. No calls needed unless you want one.
Where the season goes
Phone tag, missing pages, and a Saturday spreadsheet.
- 01
“Phone calls and the inevitable “phone tag” inefficiencies are the equivalent of nails on a chalkboard for me.”
Your Drop Offs pageClients see exactly what's missing on their phone, so nobody has to call.
- 02
“If you forget something, you can fax it to me, use the secure send on this website, or drop it off another day.”
Your Drop Box pageMissing items are flagged before anything reaches you, not after the envelope is opened.
- 03
“It will be updated once a week, Saturday.”
Your Tax Return Tracking pageStatus updates itself the moment a document lands.
Already built for Simons CPA
It works today. Here's what goes live.
What you saw in the demo
- A yes/no start page that replaces the Drop Off Cover Sheet
- A personal checklist on the client's phone that ticks items off as they arrive
- A 2024 W-2 caught on a 2025 return before you ever open the file
- Both spouses e-signing the engagement letter, each from their own phone
- A live board with READY TO START flags in place of the Saturday spreadsheet
What goes live for Simons CPA
- On your own addresse.g. upload.ksimonscpa.com, linked from your Drop Offs page.
- Files land in your storageOne folder per client in your Google Drive, Dropbox or OneDrive, or alongside your existing portal.
- Reminders sent as youFrom ksimons@ksimonscpa.com, listing only what each client is missing.
- Your engagement letterYour wording, with a signed PDF saved to the client's folder.
- Sign-in for you and LindaThe dashboard is staff-only; client links stay private and unguessable.
Timeline
Live in 7 days
- Day 1Kickoff (15 min, optional)
Confirm your storage, email and checklist. Or just answer the onboarding form.
- Days 2–4Build on your systems
Your letter, your checklist, your storage connected. You get a private preview link.
- Days 5–6You test it
Run a real (or test) client through it. Changes turned around same day.
- Day 7Live
Link goes on your Drop Offs page. We watch the first uploads with you.
The bigger picture
What else I can build for Simons CPA
The portal is the first piece. The same idea, your own rules built into software, works across the rest of the practice.
- Clients find the right link first timeYour website
Your Drop Offs, 100% Remote and Current Tax Season pages rebuilt around one upload link, the checklist and booking, in your own voice.
- Set up before the first callNew-client intake
One link collects their details, last year's 1040 and ID, and builds their Tax Organizer checklist.
- Fewer chases, no phone tagDocument chasing
Polite reminders on a schedule you set, from your own address, listing only what's missing.
- Signed before the season opensEngagement letters in January
Sent to every returning client in one batch, signed on a phone, filed to their folder.
- Paid sooner, without asking twiceInvoicing & payment
An invoice with a pay link when a return is complete, and a gentle nudge if it sits.
- Less time sorting emailInbox triage
Incoming mail and Secure Send notices sorted by client and task, with a draft reply for you to check.
- The season at a glanceSeason dashboard
Waiting on client, in progress, ready to e-file, paid: one live page for you and Linda.
- Nobody re-types anythingWorks with your tools
Connects to QuickBooks for your business clients, your client portal and Calendly.
Each one is scoped and priced separately, and only if you want it.
No risk to try it
Use it with real clients before you pay
- Live, free, for 14 days
It goes on your own address and runs free for 14 days with real clients. If it isn't saving you time, switch it off and owe nothing.
- No lock-in
No long contract. The care plan is month to month and ends with one email.
- Your data stays yours
Files land in your own Google Drive, Dropbox, OneDrive or current portal. If you leave, everything is already where you keep it.
- Secure, and fits what you have
HTTPS uploads, private client links and a staff-only dashboard, designed with IRS Publication 4557 and the FTC Safeguards Rule in mind. Your portal and Calendly stay.
Do I have to replace my current portal?
No. It sits in front of what you already use. Files can land in your existing storage or portal.
What if it isn't right for us?
You test it on days 5–6 before anything goes in front of clients, then it runs free for 14 days. If it isn't right, switch it off and you owe nothing.
The easy next step
Pick whichever is easiest
None of these commit you to anything.
A one-word “yes” to Ranjeet's email is enough. I'll take it from there.
Email RanjeetAsk anything, or walk through it together.
Pick a plan below. Nothing is charged today, and your first 14 days live are free.
Make it live for Simons CPAWant it this week?
Your client intake link, live in 72 hours
One branded onboarding link for Simons CPA, with a document checklist and secure upload, on your branding. Paid upfront, no trial needed. The 14-day free trial is still there if you'd rather try first.
- Hour 0 · Kickoff formYou pay and send your logo, checklist and who it goes to (about 10 minutes).
- Hours 0–60 · BuildI build the link on your branding and send you a preview to check.
- By hour 72 · LiveYour link goes live, ready to send to new clients.
The guarantee, plainly: if it isn't live within 72 hours of receiving your details, you get a full refund.
The pay button is with the other plans below.
What it costs
Choose how you'd like to start
Prices in USD. Starter is a single onboarding link for 2–4 person firms; Standard is the full portal at the regular price, with 2 months of care free if you prepay the year; the founding rate is for my first 3 firms only. No long contracts: the care plan is month to month.
Card payment · coming soon For now we'll email you an invoice after the next step. You pay nothing today and can change your mind before it's sent.