Requests instead of email chains
Ask for the missing W-2 or organizer once. The portal shows what is outstanding and what is done.
Client portal
Give every client one clear next action
Clients upload files, answer requests, sign documents, message your team, and pay from a secure portal. They never have to learn your internal workflow.
Built for independent tax and accounting firms. Keep your existing tax-preparation software.
Sign and pay in the same place
Engagement letters and invoices sit next to the upload the client just completed.
Branded to your firm
Clients see your practice, not a generic file-drop page.
Authenticated downloads
Files are not sitting on a public link. Access is checked before anything is served.
Welcome back
Jordan Miles
JM
Next action
Upload final income statement
Due Friday
Engagement letter
Review and sign
Invoice #1048
$1,240 balance due