Built for tax professionals
A client portal your firm can be proud of.
Document collection, messaging, scheduling, and status updates — all in one place, branded to your firm.
Send a clean checklist, collect what you need, and stop chasing missing paperwork.
Keep sensitive documents out of email — clients upload directly to your portal.
Clients can check their progress anytime — no more "any updates?" calls.
Everything your firm needs in one place
Built around the way tax offices actually work: intake, documents, messages, scheduling, and workflows that keep returns moving.
Secure client login
Give clients a professional, branded sign-in experience with multi-factor authentication available — no server management required.
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Document collection
Guided uploads, document request checklists, and organized storage so your team can find everything instantly.
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Built-in messaging
Keep all client communication in one place. No more digging through email threads or missing important messages.
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Flexible scheduling
Staff-controlled scheduling by default. Optionally let trusted clients book their own appointments from your availability.
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Signature requests
Collect signatures with a trackable flow. Designed to integrate with your preferred e-sign provider when you're ready.
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Workflow management
Track every return from start to finish with boards, stages, and review queues that keep your team on the same page.
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Up and running in minutes
Set it up once, then use it all season and beyond.
Add your firm name and branding so the portal looks like yours from day one.
Clients get one place to upload documents, answer questions, and stay in the loop.
Track what's missing, what's reviewed, and what's ready — without spreadsheets.
Frequently asked questions
Quick answers to the questions offices ask before getting started.
Is this built specifically for tax offices?
Yes. Every feature is designed around the way tax practices actually work — intake, document collection, review, and client communication.
Do my clients need to download an app?
No. Clients access your portal through a simple link that works on any device — phone, tablet, or computer.
Can I put my firm's branding on it?
Absolutely. Add your logo, firm name, and brand colors so the portal looks like an extension of your practice — not a third-party tool.
How does scheduling work?
Staff controls scheduling by default. You can optionally allow clients to book from your availability — you always stay in control.
Is this useful outside of tax season?
Definitely. It handles organizers, notices, extensions, bookkeeping, and recurring client work year-round.
Ready to get started?
Launch a client portal your firm can be proud of.
Give clients one professional place for documents, messages, and updates — branded to your office.
No contracts. Start small. Upgrade as your firm grows.