Client document deadlines for tax preparers

Lock the portal. Make the deadline real.

TaxLock is an upload portal that hard-locks clients out the moment your filing deadline passes. Set the cutoff once. It holds the line for you.

One link · no client account · cancel anytime

Client portal

Rivera & Co. — 2025 return

open
06:42:11until lock
DeadlineApr 15, 5:00 PM
Documents3 requested
Client accessOne link · no account
Uploads received02 / 03
  • W-2_2025.pdfrivera@acme.com
  • 1099-NEC.pdfrivera@acme.com

locks automatically at the deadline · no late uploads

A deadline that nags

Reminder emails cost the client nothing to ignore. The portal stays open, so the date never means anything.

The slip lands on you

Stragglers trickle in for days. You reconcile late files the night before you file, instead of closing the request.

A cutoff that holds

TaxLock rejects every upload the moment the deadline passes — automatically, with a dated record of exactly what came in.

How it works
01

Create a request

Name the client, list the documents you need, and set one hard deadline.

02

Send one link

The client uploads everything through a single link. No account, no friction.

03

The portal locks itself

At the deadline the portal rejects every new upload. Automatically. No chasing.

Pricing

One honest price.

Founder pricing while we're early. Cancel anytime.

Solo

· recommended
$19/mo
  • Unlimited upload requests
  • Hard deadline lockout
  • Email capture for late clients
Start free trial
Questions

Do clients need an account?

No. You send one link per request. Clients upload straight from it — no sign-up, no password, no friction on their end.

What happens at the deadline?

TaxLock rejects every new upload the moment the cutoff passes, server-side. A stale browser tab can't beat it, and the client sees a clear locked notice.

Can I lock a portal early?

Yes. Close any request by hand from its detail view and it stops accepting uploads immediately, before the deadline.

Is there a record of what came in?

Every upload is logged with who sent it and when, against the request. You keep a dated record of exactly what was received before the cutoff.

Your deadline, enforced.

Create your first locking upload request in under a minute.

TaxLock — Stop chasing clients. Lock the upload portal on your deadline. · Metalworks