Security
Built to protect taxpayer data from day one.
Your clients trust you with sensitive information. Your portal should reflect that trust with secure defaults and clear boundaries.
Secure sign-in
Modern authentication with multi-factor verification available. Your clients sign in safely without you managing servers.
Data isolation
Every firm's data is completely separated. Your clients only see their own information — and your team only sees your firm's data.
Encrypted file transfers
Documents are uploaded through the portal — not email. Files are encrypted in transit and stored securely in the cloud.
Activity tracking
Key actions like uploads, logins, and document access are logged so you have a clear record when you need it.
Security is built in, not bolted on
From access controls to encrypted storage, every layer of Tax Portal Pro is designed with taxpayer privacy in mind.
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.