Employers, payroll providers, gig platforms, banks, brokers, marketplaces, insurers, and public entities each create different tax records.
Product DNA · confidential working draft
The document should arrive before the tax appointment.
CivicTax Cloud is API infrastructure for consent-based delivery of tax documents. It does not replace a tax office, own the office’s customer relationship, file a return, or present itself as a government identity.
The product thesis
Tax preparation is slowed by fragmented document sources, unclear permissions, email attachments, missing records, and manual follow-up. The early wedge is not “another tax portal.” It is a neutral delivery layer that lets each participant keep its own portal while using one controlled workflow for the documents the citizen chooses to share.
The bottleneck
Everyone has part of the file. No one has the complete, authorized package.
People chase email, paper, portals, screenshots, and missing attachments before a preparer can even begin review.
A tax office needs a case-specific checklist and a clear consent record, not an unrestricted folder or a customer’s permanent credentials.
Software vendors can improve workflows only where documented, authorized integrations exist. CivicTax is designed as the connector layer, not an assumed replacement.
The product truth
Four roles. One limited flow.
Document sourceUses its own restricted credentials to deposit its assigned record.
Citizen vaultReceives, organizes, and notifies before any office access.
Explicit consentNames the office, purpose, year, and requested categories.
Tax officeReceives only the authorized package for human review.
Design principles
Permission is specific, affirmative, revocable, time-bounded, and auditable. It cannot be a buried default checkbox.
Each tenant, source, citizen, case, scope, and office role is isolated. Browser input never decides tenant authorization.
Classification can propose a document category and route. It must preserve review requirements and cannot make final tax decisions.
Connectors remain placeholders until a provider offers official documentation, credentials, and contractual authorization.