Contact person: Tax Upload Portal Integration

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Location: San Diego, United States

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I need to create a "Start My Taxes" button on my Squarespace site to streamline client onboarding for tax services.

Requirements:
- Button redirects to client agreement (e-sign)
- After signing, automatically directs to secure upload portal
- Clients can create a login or use an email link to upload documents

Technology:
- Squarespace
- Google Workspace
- Verifyle for e-signatures

Ideal Skills:
- Experience with Squarespace
- Familiarity with Verifyle and e-signature integration
- Strong background in setting up secure document upload systems" (client-provided description)