Clients of bookkeeping and tax practices
A client portal that stays out of the firm’s way
Clients should not learn your internal software. They need a calm place to update information, send files, and sign the PDFs you prepared — on the phone in the parking lot as often as at a desk.
Portal users are not staff
A client login is limited to companies you assign. They do not browse your other clients, vault credentials, or firm-wide task lists.
You control whether a file is for internal use, download, or fill-and-sign. The portal follows those rules.
Mobile fill-and-sign
Firms can mark PDF fields or draw fill slots. Clients complete and electronically sign in the browser. Consent and signature metadata are stored with the signed record.
Less chasing
Document requests live next to the company, not in a forwarded email. When the file arrives, staff see it in the same workspace as the compliance checklist.
Questions
Do clients need to install an app?
No. The portal is the web product in a focused view. A modern mobile or desktop browser is enough.
Can a client see another company’s files?
Not through the portal. Access is limited to assigned companies and to documents you mark for that audience.