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Fiverr Pro
English
$
USD
I will build a client portal, CRM and admin panel for tax preparers and accountants
Reinaldo M.
About this gig
Tired of chasing tax clients for documents over WhatsApp and email?
I build a complete online system for tax preparers and accountants, based on a real platform I developed for a tax office in New Jersey.
What you get:
Smart intake form: clients enter personal info, dependents, income and deductions step by step.
Secure client portal: clients track their status, upload documents and chat with you.
Admin panel: manage every client, appointment and document from one dashboard, with CSV export.
Automatic email notifications powered by Resend.
Built with HTML, CSS, JavaScript and Supabase, versioned on GitHub, deployed on Cloudflare. Access: Basic 12 months, Standard 9, Premium 6, on a link or subdomain with your business name.
Scope: logo, colors, texts and existing fields are customized. New features, redesigns, WhatsApp/SMS or data migration are quoted separately with a custom offer. Support: 14 days after delivery for bug fixes. Source code is not included.
Images show a demo with sample data. Your system is delivered with your own logo, colors and business name, fully installed and ready for your clients.
Get to know Reinaldo M.
Reinaldo M.
AI Automation and Custom Web App Developer
- FromUnited States
- Member sinceApr 2026
Languages
Spanish, English
I'm Reinaldo, an independent developer with almost 20 years of experience building software for small businesses. I build real systems for US clients: client portals for tax preparers, CRMs and AI prequalification tools for insurance agents, booking platforms for travel agencies, and custom web scrapers. One AI tool I built cut a 20-30 minute manual process down to minutes. Stack: Supabase, JavaScript, Claude/OpenAI APIs, Apify. Bilingual English/Spanish. You work directly with me, from planning to delivery.
My Portfolio
FAQ
Can you use my logo, colors and domain?
Yes. Your system shows your logo, colors and business name, and runs on a link or subdomain with your business name. Connecting your own domain is available as a paid extra.
Is my clients' information secure?
Yes. Documents are stored in private storage, every user has a secure login, and each client can only see their own files and messages.
Are there monthly costs after delivery?
Access is included for the period of your package (Basic 12 months, Standard 9 months, Premium 6 months). There are no monthly fees during that period. After that, you can renew with a new order here on Fiverr.
Can you add new features later?
Yes. New features, redesigns or integrations are quoted separately with a custom offer here on Fiverr.
Do I get the source code?
No. You get a fully installed, working system ready for your clients. The source code stays with me.
What does support include?
14 days after delivery for bug fixes. After that, support and changes are available through a custom offer.
