A premium client experience, your brand
Give each client a secure, branded portal to upload documents, answer intake questions, sign engagement letters, and track their return status in real time.
CAPABILITIES
Everything your clients need in one place
Replace email chains, shared drives, and phone tag with a professional portal experience.
Secure Document Upload
Clients drag-and-drop or browse files with bank-grade encryption and virus scanning.
- AES-256 encryption at rest, TLS 1.3 in transit
- Auto-virus scanning on every upload
- Document checklist with missing-item alerts
- Mobile-friendly upload from phone camera
Intake Questionnaires
Customizable forms that collect exactly the information you need before starting a return.
- Drag-and-drop form builder with 20+ field types
- Conditional logic: show questions based on answers
- Pre-populated with prior year data
- Save-and-resume for multi-session completion
E-Signatures
Legally binding signatures for engagement letters, Form 8879, and authorization documents.
- ESIGN Act and UETA compliant
- Type, draw, or upload signature
- Audit trail with IP, timestamp, and device info
- Automated reminders for unsigned documents
Real-Time Status Tracking
Clients see exactly where their return is — no more "just checking in" calls.
- Visual progress bar with stage labels
- Automated status update emails
- In-portal messaging between client and preparer
- Refund estimate visible at each stage
USE CASES
Built for every scenario
CPA Firms
Give clients a branded, secure portal to upload documents, track return status, and communicate.
Enrolled Agents
Streamline client intake with customizable questionnaires, document checklists, and automated reminders.
Tax Preparation Chains
Deploy consistent branded portals across multiple locations with centralized management.
Bookkeeping Firms
Collect monthly financial documents, receipts, and bank statements through a structured upload workflow.
Wealth Advisors
Coordinate tax document collection with investment reporting in a unified experience.
Law Firms
Manage tax-related legal engagements with secure document exchange and e-signatures.
COMPARISON
Email & shared drives vs. Client Portal
Frequently asked questions
Give your clients a premium experience
Launch your branded client portal in minutes. Free trial — no credit card required.