Client document portal for CPA firms
Secure client document collection built around CPA review work.
Give clients a clear checklist upload experience while your firm tracks missing items, reviews documents, and keeps access evidence organized without turning document intake into inbox cleanup.
Review queue
This week's document intake
Riverbend Dental
1099 package
Ready for review
Maya Patel
Mortgage interest
Missing
Oak & Pine LLC
Bank statements
Needs replacement
Elena Ortiz
Signed engagement
Accepted
Firm control snapshot
Staff access, client visibility, upload status, and support activity stay visible to the firm.
What it does
One portal for the collection loop clients and CPA teams repeat every season.
Client checklist
Collect requested files through a simple branded upload flow.
CPA review queue
Track missing, uploaded, replacement-needed, and approved documents.
Firm controls
Keep staff access, client assignment, support visibility, and audit activity in one place.
More than file upload
The surrounding client workflow can live beside the documents.
Firms can start with document collection and turn on messaging or scheduling as the client workflow needs them. The portal stays centered on client service, not a generic practice-management suite.
Secure client messages
Keep document questions and follow-ups tied to the client record. Staff and clients can reply in secure threads with unread status, assignments, and audit history.
Google Calendar-backed scheduling
Offer appointment types, propose available meeting times, or enable client self-booking when scheduling is turned on for the firm.
Connected client context
Uploads, messages, appointments, review status, and next steps stay connected to the same workspace instead of spreading across email and calendar notes.
Start with the rollout that matches the firm.
Some firms begin with a small pilot. Others use the portal for seasonal client intake, selected service lines, or a broader firm rollout.
The product stays consistent: simple uploads for clients, structured review for staff, and practical control for the firm.