Voppell Client Portal
Client workspace

Dashboard

⌕
VC
Voppell ClientClient
Voppell Client Portal • Small business client

Welcome back. Here is what needs your attention today.

Your Voppell portal keeps your tax, accounting, documents, messages, appointments, and advisory next steps in one place.

↑
Next best action

Upload contractor forms and finish the deduction section.

Once those two items are complete, the portal can move your tax work from intake into review.

1. Confirm profile2. Send files3. Complete organizer4. Approve and file
V

Voppell client workspace

Focused on tax preparation, bookkeeping cleanup, Profit First, CFO advisory, document requests, and secure client communication.

Portal readiness

Based on profile, document intake, tax organizer, and approvals.

25%
Today’s Voppell Brief • Saturday, Jun 13

Start with the three items that matter today.

Your records are moving in the right direction. Today, focus on missing contractor support, uncategorized transactions, and your tax reserve before the next planning call.

1

Upload missing contractor forms

Send W-9s, 1099 support, and contractor payment backup for review.

Document VaultNeeds action
2

Review uncategorized transactions

Confirm the open QuickBooks items so Voppell can keep the monthly close moving.

BookkeepingNeeds response
3

Check quarterly tax reserve

Compare current tax cash against the recommended reserve before making large distributions.

Tax ReserveReview today
25%

Organizer complete

✓
Client intake progress.
3

Documents received

▤
5 document categories still needed.
3

Open questions

?
Tax, payroll, and bookkeeping follow-ups.
77/100

Profit First score

PF
Cash allocation health check.
Jun 20

Next meeting

☏
CFO and tax planning call.
140%

Tax reserve

$
Quarterly reserve coverage.
2

Open notices

IRS
IRS/state notices in review.
3

Approvals

✓
Items waiting for your decision.
$250

Referral credits

★
Eligible rewards under review.
5/15

Connected apps

API
2 need attention.

Refer a client to Voppell

Share Voppell with another business owner, colleague, or family member. Choose a no-reward referral, a free service credit option, or a compliance-reviewed thank-you reward.

3 referrals
Your referral link
https://portal.voppell.com/refer/VOPPELL-CLIENT-0427

Connected apps powering your portal

Voppell can use approved accounting, bank, payroll, payment, e-signature, calendar, tax news, delivery, receipt, sales tax, and referral connections to keep your daily brief useful.

5 connected
QuickBooks OnlineBank ConnectionPayroll ProviderCalendar + ZoomTax News FeedEmail + SMS DeliveryReferral + CRM Automation

Core client progress

These are the same client-facing steps Voppell can use for tax, accounting, and CFO work.

25% ready
✓
Confirm business address
Voppell has the current address and entity type.
2
Upload missing 1099s
Upload contractor 1099s and W-9 support files.
3
Complete deduction section
Confirm expenses, mileage, home office, and charitable items.
4
Approve bookkeeping cleanup
Review the cleanup estimate and monthly close package.

Client journey

Follow this path so Voppell has what is needed to prepare, review, approve, and finalize your work.

1
Intake

Profile, documents, and organizer.

2
Review

Voppell checks tax, accounting, and open questions.

3
Approve

Client reviews returns, financials, and signatures.

Latest tax news brief

Latest tax updates and reminders selected for Voppell clients.

Daily Brief

Today’s Voppell tax briefing

Review current tax, payroll, filing, and small-business planning updates selected for Voppell clients.

Voppell Tax IntelligenceUpdated today

Automatic client delivery

Today’s Brief and Perplexity tax updates can be sent to the client automatically.

Auto-send on

Email + Portal

Brief: Not sent yet
Tax update: Not sent yet

Speak with the CPA

Use the Zoom panel to request a tax, bookkeeping, or CFO appointment.

Zoom ready

CFO and tax planning call

Jun 20 • 10:30 AM • 45 min

Recent client activity

Recent updates for your tax, accounting, and advisory work.

Client activity
Date Activity Area Status Action
Jun 12 Uploaded Q4 bank statements Document Vault Received
Jun 11 Deduction questions requested Tax Organizer Needs client
Jun 10 Profit First assessment started Cash-flow Advisory Needs update
Jun 08 CFO snapshot drafted CFO Advisory Draft
Connection request sent