The client portal that
runs your tax practice
Less email, less chasing, more time for the work that matters. Give every client their own branded portal — from document collection to return approval.
4-minute walkthrough — no signup required to watch
How it works
From invite to filed — in one place
Client receives invite
They complete onboarding on their own — profile, engagement letter, document checklist — in minutes.
Documents collected
Clients upload from desktop or phone. Your team reviews and communicates through the portal.
Return approved and filed
Upload the prepared return, client approves in one click, and the stage advances automatically.
Features
Everything your firm needs
Branded portal
Your firm name and colors — not a generic tool.
Auto checklists
Right documents assigned per client profile automatically.
Mobile upload
QR code lets clients upload from their phone instantly.
In-portal messaging
All communication in one thread — not scattered emails.
Return approval
Client approves the prepared return in one click.
Filing pipeline
Six stages — your whole team always knows where things stand.
Get started
Ready to see it in action?
Book a free 15-minute call and we'll walk you through setting up a portal for your firm.
Book a free 15-min call