Cigar City Consulting LLC · Tampa, Florida
Collect faster. Prepare smarter.
Get paid first.
Cigar City Consulting LLC builds a secure client portal for CPAs, enrolled agents and independent preparers. Your clients complete intake, sign the engagement letter, pay their deposit and upload documents in one ordered flow. Tax season stops running on email threads and shared folders.
The problem
Intake is a document problem before it is an accounting problem
Work starts before you are paid
Preparers routinely open a file, chase documents for weeks, then discover the client will not pay. The deposit belongs at the start, not the end.
Documents arrive out of order
A 1099 lands in your inbox before the engagement letter is signed. Now you are holding sensitive records with no agreement in place.
Nobody knows the status
Which clients have signed? Who still owes a prior year return? The answer lives in three inboxes and somebody's memory.
How it works
Six steps, one link
You send one link. The portal walks each client through the steps in order, so nothing arrives early and nothing gets skipped.
Questionnaire intake
The client answers your intake questions before any documents change hands.
Engagement letter signed
Your letter is presented and signed electronically, timestamped and stored.
Deposit collected
Take payment up front, before the work starts.
Documents uploaded
W-2s, 1099s, prior returns and statements go to a secure location, not your inbox.
Appointment booked
The client picks a review slot on your calendar without a phone tag loop.
Signature and balance
Final signature and remaining payment are captured together at delivery.
Who it is for
Solo preparers through multi-preparer firms
Built for CPAs, enrolled agents and independent tax preparers who lose billable hours chasing paperwork. If your intake currently lives across email, text messages and a shared drive, our portal replaces all three with one flow.
Security
Built for records that matter
Encrypted in transit
Documents move over encrypted connections rather than email attachments, and access is scoped to each engagement.
Written security program
We maintain an information security program consistent with the Gramm-Leach-Bliley Act Safeguards Rule and IRS Publication 4557.
No card data on our systems
Payments are handled by our payment provider. We do not store full card numbers.
Consent on the record
Every text message opt-in is stored with its exact wording, timestamp and source page. See our Privacy Policy.