Platform service
Individual Tax Preparation
Secure document intake and review workflow for individual tax preparation.
TAX module
Bridgeway Tax & Accounting
A secure intake and tracking experience for personal and business tax clients, with document visibility and review states.
Portal promise
Tax clients can upload required documents, track review, respond to questions, and see completion status.
Tax year and filing-type intake
Document checklist for W-2, 1099, expenses, IDs, and notices
Status path from intake through filed or delivered
Prepared for QuickBooks and ProConnect integrations later
Services
Service catalog
This catalog informs the public website and each department's platform entry.
Service
Business Tax Preparation
Business tax intake for entity details, income, expenses, documents, and filing status.
Service
Tax Planning
Forward-looking tax planning for individuals, families, and small businesses.
Service
Bookkeeping
Recurring organization of books, records, and financial documentation.
Service
Payroll
Payroll support workflows for employee records, recurring processing, and reporting.
Service
Sales Tax
Sales tax document organization, filing support, and compliance tracking.
Service
Financial Statements
Support for organizing financial statements and business reporting packages.
Service
Tax Consulting
Tax-oriented consulting for planning, questions, notices, and business decisions.
Service
IRS Representation Support
Administrative support and document organization for IRS notices and representation workflows.
Platform access
Reserved module workspace
Bridgeway Clients / 2026 / CLIENT-000001 / Tax & Accounting / TAX-2026-0001
Cloud SQL will hold case records, Cloud Storage will hold uploaded files, and Drive can provide an operational folder view for staff.