Features
Everything you need to run a professional client portal.
Give your clients a clean, branded experience. Keep your team organized with document collection, messaging, and clear status updates.
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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Purpose-built for tax professionals
Not a generic file-sharing tool with your logo on it. Every feature is designed to help you move returns forward with less effort.
- Guided document requests and checklists
- Secure uploads with review tracking
- Client messaging in one thread
- Scheduling you control
- Workflow boards to track every return
- Your branding on every page
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.