One secure place for clients to share and find everything
A branded, secure portal where clients upload documents, see requests, sign forms and message your team.
$57.60 per user / year
What Client Portal does
Secure uploads
Documents shared safely, not over email.
Open requests
Clients see exactly what you still need.
Messages
Conversations kept in one place.
Sign and approve
Approve returns and sign forms online.
Works on phones
Upload a photo of a document in seconds.
Your brand
Your logo and colors throughout.
Where firms get value first
- Replace document emails during tax season
- Give business clients a home for their files
- Reduce “did you get my email?” calls
Questions about Client Portal
When will Client Portal be available?
Client Portal is planned after our first modules. Join the waitlist to be told when it opens and to help shape it.
How much does it cost?
$57.60 per user per year ($4.80 per user per month, billed yearly). The minimum for any firm is $470.40 per year across all modules.
Is there a free trial?
No free plan or trial. Clients of our growth services can choose one module, such as this one, free for 6 months.
Does it work with other modules?
Yes. Every module shares the same client records, so adding more modules later needs no setup or data moves.