Request visibility
See each request with clear status, service scope, and a full timeline of changes.
BayTax Client Portal
A cleaner way for clients to manage tax service requests.
Use the BayTax portal to review requests, upload required documents, and collect invoices once your work has been completed.
Document handoff
Upload supporting files directly into the request workspace so they reach the BayTax team quickly.
Completed billing
Invoices are held against the request and made available once work is completed.