Accounting firms handle sensitive financial documents daily. Give your clients a secure, organized portal to upload tax docs, track requests, and view invoices.
Sound familiar?
If any of these hit close to home, you’re not alone.
Clients email W-2s, bank statements, and tax returns as unencrypted attachments. It's a compliance risk waiting to happen.
Every tax season means chasing clients for missing documents. Spreadsheets, phone calls, and follow-up emails pile up.
Clients don't know if you received their files or where things stand in the process. They call to ask.
Invoices go out through one system, document exchange through another, and task tracking through yet another.
The solution
A dedicated portal that fits the way you already work.
Clients upload sensitive financial documents directly to the portal. Files are stored outside public directories with access controls.
Create tasks for each client engagement — tax prep, quarterly review, bookkeeping. Track progress with clear statuses.
Clients check the status of their tax return or bookkeeping without calling your office. Everything is visible in their portal.
Bill for tax prep, monthly bookkeeping, or advisory services. Clients see invoices alongside the work you've done.
In practice
Set up a task in the client's portal listing the documents you need — W-2s, 1099s, bank statements. The client gets notified.
They log into the portal, see the checklist, and upload each document securely. You're notified when files arrive.
Finish the tax return, upload the completed documents for their review, mark the task as done, and send the invoice.
Key features
The features that matter most, described in your language.
Upload and receive financial documents through the portal. Files stored securely, accessible only to authorized users.
Track tax prep, audits, and bookkeeping tasks with clear statuses — from "Documents Needed" to "Filed."
Invoice for individual services or recurring engagements. Clients see payment history in their portal.
No shared passwords. Clients authenticate with a one-time email code — simple, secure, and audit-friendly.
Automatic email notifications keep clients informed when documents are needed, reviews are ready, or invoices are due.
Display your firm's logo and identity. Build trust with clients by presenting a polished, professional experience.
More use cases
Set up takes less than five minutes. Try it risk-free with a 14-day money-back guarantee.
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