A clean, guided portal your clients open from a single link, confirm a prefilled questionnaire, drop their documents, and Arrive identifies and matches them, then notifies you.
Cedar & Co. · Tax year 2024
Welcome, a prefilled questionnaire, and a smart upload, that's the whole client experience.
Clients open the portal from a secure link, no account, no password, no login to forget.
The tax questionnaire is pre-filled from prior-year data, clients just review and confirm.
Drop everything at once; Arrive identifies and matches each document against what's expected.
A clear checklist shows what's still awaiting upload, so clients know exactly what's left.
One tap tells the firm the client is done, no chasing, no guessing whether they finished.
See exactly what the client sees, in a read-only preview, before you send the link.
Review and confirm, we've pre-filled what we know from your prior year.
No. The portal opens from a secure link with no login, so there's no password for clients to create or forget.
Three steps: a short welcome, a tax questionnaire that's pre-filled from their prior year to review and confirm, and an upload where they drop their documents. Then they tap Notify Preparer.
Clients drop everything at once and Arrive identifies and matches each file against the expected-documents list, so you can see what's received and what's still awaiting upload.
Yes. A read-only firm preview shows the exact client experience before you send the link, so there are no surprises.
The easiest ask you'll send a client.
One link, a questionnaire that's already answered, and an upload that files itself, so clients actually finish, and your team stops chasing.