Princess Enterprises LLC logoPRINCESS ENTERPRISES LLCClient Portal
PORTAL INTERFACE PREVIEW← Public Website
Interface preview: This dashboard demonstrates the planned client experience. It does not authenticate users, store private data, upload documents, send messages, process payments, or retrieve a real tax return. Those functions must be connected to a secure backend before launch.
Client Home

Welcome to Your Client Portal

A single place for your organizer, documents, return progress, appointments, messages, and billing.

RETURN STATUS
In Review

Example status shown for interface demonstration.

TAX ORGANIZER
65% Complete

Continue the guided organizer on the public site.

DOCUMENTS
Document Center

Secure uploads will appear here after encrypted storage is connected.

MESSAGES
Private Inbox

Secure two-way messaging will be available inside the live portal.

APPOINTMENTS
Schedule

Book or review a tax consultation from your portal.

BOOK
PAYMENTS
Billing Center

No live billing data is connected in this prototype.

Return Progress

Example workflow preview. A live portal would load the signed-in client's actual stage.

✓
Intake Started
✓
Documents Received
3
In Review
4
Return Preparation
5
Client Review
6
Ready to File
7
E-filed
8
Completed

Next Steps

Finish organizerReview remaining tax questions.
ACTION
Document checklistSee what may still be needed.
REVIEW
Questions for preparerPrivate messaging will be available after connection.
PORTAL
Return Workflow

Tax Return Status

Track where your return is in the preparation and filing process.

Example Current Stage: In Review

✓
Intake Started
✓
Documents Received
3
In Review
4
Return Preparation
5
Client Review
6
Ready to File
7
E-filed
8
Completed
Live connection required: Actual client status must come from a protected client database after sign-in. This preview does not search tax records.
Secure Exchange

Document Center

Designed for secure tax-document exchange once encrypted storage is connected.

⇧

Secure Upload Area

W-2s, 1099s, tax statements, identification records, and other sensitive documents should only be uploaded after secure authentication and encrypted storage are active.

Important: Do not modify this static prototype to accept files through an ordinary public form. The live version should use encrypted transmission, authenticated access, access controls, audit logging, and secure storage.

Document Checklist

Income documentsW-2, 1099 and other applicable statements.
REVIEW
Business recordsIncome, expenses, asset purchases and mileage records if applicable.
IF NEEDED
Rental recordsIncome, expenses and property information if applicable.
IF NEEDED
Prior-year / notice recordsPrior return or IRS/state correspondence when relevant.
IF NEEDED
Guided Intake

Tax Organizer

Continue the guided questionnaire already built into the Princess Enterprises website.

Organizer Progress

The public organizer is currently designed as a non-sensitive pre-consultation questionnaire. A future secure version can save answers to the authenticated client's account.

CONTINUE TAX ORGANIZER
Private Communication

Messages

Secure client-to-office messaging interface.

Inbox Preview

Princess Enterprises

Portal messages from your tax professional will appear here after the secure messaging service is connected.

Document Request

Missing-document notifications can be displayed here with links to the secure Document Center.

New Message

Do not use ordinary email for Social Security numbers, bank information, or sensitive tax attachments.
Scheduling

Appointments

Review upcoming consultations or schedule a new one.

◷

No live appointment data connected

This interface will display confirmed appointments after a scheduling service is connected.

BOOK A CONSULTATION
Billing

Payments

Secure invoice and payment center.

$

No live billing data connected

The production portal can show invoices, balances, receipts, and a secure hosted payment button. Card details should never be collected directly by this static HTML file.

Profile & Protection

Account & Security

Account controls planned for the live secure portal.

PE

Client Account

Signed-in client information will appear here.

Name
Loaded after authentication
Email
Loaded after authentication
Client Reference
Generated by secure system

Security Controls

Multi-factor authenticationRecommended for every client account.
PLANNED
Password managementHandled by secure authentication provider.
PLANNED
Session timeoutProtects unattended signed-in sessions.
PLANNED
Activity/audit historyRecords important account and document actions.
PLANNED