Professional Services & Agency Management
Build a tax preparation and consulting platform
Kliv is an AI app builder. Describe your tax practice — client document drawers, yearly checklists, chaser emails, deadline ladder, notices, and billing — and it builds the app.
Just enter your idea into the text box and AI will build it for you
What is Kliv?
Kliv isn’t a practice-management product with a fixed workflow — it’s an AI that builds software for you.
You describe the app you need in plain words, and Kliv builds it: the database, client portal, document drawers, checklists, reminders, billing, deadline dashboards, and access rules. What you get is a real web app that’s yours, on your own domain, running payments through your own Stripe account where you need them, and you can change it later by asking.
On this page, that app is a tax preparation and consulting platform. Kliv builds all kinds of web apps; service-practice software is one example.
Why build your own tax practice platform?
A tax season can fail before April if client documents are scattered, chaser emails are manual, and the office cannot tell which files are ready. A small practice may need client drawers, per-year checklists, deadline dashboards, notices, and billing that matches both return work and advisory retainers.
Kliv builds the platform around the workflow you describe. Clients, years, checklists, files, chasers, returns, notices, invoices, and reminders become records in your practice’s app.
What the practice keeps
A tax practice runs on memory and deadlines. The app keeps both as data.
The client and year
A return is a client crossed with a year, with status from awaiting documents to filed. Last year’s checklist can seed this year’s.
The checklist
Expected W-2s, 1099s, K-1s, and brokerage statements tick down as uploads land. Chasers list only what is still missing.
The document drawer
Every upload lands in that client’s own space. A client sees their own years, documents, and invoices, not anyone else’s.
The deadline ladder
March 15, April 15, quarterly estimates, and October 15 can all be rungs on the dashboard, with each return sorted by the nearest deadline.
The notice file
An IRS or state notice becomes a case attached to the year it concerns, with its own response clock on the same deadline dashboard.
An example: Odette’s enrolled-agent practice
Here’s how one practice might use it. It’s only an example — you would describe your own clients, forms, deadlines, chasers, notices, and fees.
Personalized organizers go out
On January 2, a scheduled job sends each client a checklist. The Hendricks checklist already includes the rental property from last year’s file.
Uploads tick down the checklist
Two W-2s photographed at the kitchen table land in the document drawer, and the checklist updates without an inbox attachment.
Chasers list only missing items
On February 20, the Hendricks get a chaser naming the two missing 1099s. Clients with complete files hear nothing.
The return and fee are recorded together
Odette works the return, books the review call, files it, and charges the $385 preparation fee at filing.
A notice becomes a tracked case
In July, a CP2000 notice becomes a case on the 2025 tax year with a 30-day response clock, files in the drawer, and a deadline on the dashboard.
Describe the practice workflow you need
Kliv builds from your description, so include client types, forms, checklists, deadlines, chaser rules, notices, billing, and access rules.
Tax client portal
Document drawers, yearly checklists, and missing-item chasers.
“Build a client portal for a tax practice with per-client document drawers, yearly checklists seeded from the prior year, W-2, 1099, K-1, and brokerage-statement items, and chaser emails generated only from missing documents.”
Quarterly advisory desk
Monthly retainers and planning workspace.
“Add a monthly-billed advisory tier at $260 a month where retainer clients get a planning workspace, quarterly estimate reminders in June, September, and January, and a projections file only they and the preparer can read.”
Notice response tracker
IRS and state notices with response clocks.
“Build a tracker that turns IRS and state notices into cases attached to the client year, each with a response deadline, uploaded letters, preparer notes, and a practice-wide dashboard sorted by nearest due date.”
Billing that matches the work
A tax practice can sell per-return work and advisory work in the same system. The $385 return fee and $260 monthly advisory retainer can sit in one catalog, charged through Stripe connected in the practice’s own name.
Retainer clients can get a planning workspace when the first charge lands. If the retainer lapses, that workspace closes on schedule. Scheduled jobs can carry off-season work: quarterly estimate reminders and the organizer send that opens the year.
The resident agent answers office-status questions from the signed-in client’s own rows: where a return stands, what is missing, and when an extension runs out. It does not give tax advice.
For the wider pattern, see The service-practice pattern.
Common questions
What exactly is Kliv?
Kliv is an AI that builds custom web apps from a description. For a tax practice, it builds the client portal, document drawers, checklists, deadline dashboard, notices, billing, and access rules.
Do I get a real app, or a template?
A real app. Kliv builds the workflow around your practice, not a generic intake theme.
Can I change it after it’s built?
Yes. Ask for new checklist items, deadline rules, notice steps, billing items, or client views, and Kliv updates the app.
Can one client ever see another’s documents?
No. Access is scoped at the row. A client session reaches that client’s years, files, and invoices only.
Does the agent give tax advice?
No. It answers office questions such as status, missing items, and deadlines from the signed-in client’s records and your published FAQ. Tax positions and planning remain the preparer’s work.
Can I charge per return and per month in the same system?
Yes. One-time fees, monthly retainers, and promotion codes can live in one catalog, with invoices stored on the client record.
Can chaser emails avoid complete clients?
Yes. Chasers can be generated from missing checklist items, so complete clients do not get reminders.
Can notices become cases?
Yes. IRS and state notices can become cases attached to a client year, each with files, notes, and response deadlines.
Does Kliv take a cut of client payments?
No. Payments can run through your own Stripe account. Card processing costs are between you and Stripe.
Do clients need their own Stripe accounts?
No. Clients just pay by card.
Can I use my own domain?
Yes. The platform can run on your own domain.
What happens to client history if I leave?
The records are in your app’s database and the source syncs to your Git repository. You can export the data and pull the code.
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Stop chasing the same missing paper
Describe your forms, deadlines, chasers, client drawers, notices, and fees in detail. Kliv builds the practice platform around that season.