Client portals for accounting firms & CPAs
A branded client portal your firm actually owns.
Flat fee — never per-seat. Secure document exchange, organized tax-year folders, engagement status, and document requests your clients can track themselves. It kills the “did you get my documents?” email chain — and at month 24, the whole thing is yours.
“You don't have to trust us — you can see it. Your firm's branded demo — live in about a minute, free.”
Your name, realistic firm data, live on its own address the moment you ask for it. Then you decide.
This is the actual product — not a mockup.
Want this with your firm's name on it?
Your own branded portal, built in about a minute with realistic data. Free, and there's nothing to cancel.
Or call 267-348-8353 — you'll get Eric, not a queue.
Screenshots from a live demo portal. Yours wears your name and colors — see it in about a minute.
Your firm's portal, live before you finish this page.
Free, before any payment. You'll click around a portal wearing your firm's brand with realistic data — not an empty sandbox with someone else's screenshots.
30-day setup-fee guarantee on all ad-sourced deals — if it's not a fit, the setup fee comes back.
Flat fee. Never per-seat.
One price for the whole firm — partners, preparers, admins, and every client. Adding staff in February costs you nothing. Compare that to the per-seat bill you're used to.
No annual check on day one
Per-seat tools bill a year upfront. Ours is simple: a 6-month start, then month-to-month — cancel anytime after. Your cash stays in your firm, where it belongs during staffing season.
At month 24, it's yours
Code, data, brand — transferred. The portal becomes an asset on your books, not a subscription you rent forever. No SaaS company can offer that without breaking their business model.
How this compares to the portal you're renting
| Our Client Portal | Typical per-seat portal | |
|---|---|---|
| Pricing | $59/mo solo · $149/mo whole firm — every client, never per-seat | Per user, per month — grows with every hire |
| Seasonal preparers | Ride free | Billed as full seats |
| Year-one cash | 6-month start, then month-to-month — cancel anytime after | A year billed upfront |
| Ownership | Yours outright at month 24 — code, data, brand | Never — you rent forever |
| If you leave | Export everything, any time | Data export on their terms |
On TaxDome specifically? See the side-by-side math →
What your clients get
▸ Tax returns organized by year, always findable
▸ Document requests with live status tracking
▸ Engagement status — where the return actually stands
▸ Secure messaging that replaces email attachments
▸ Documents open right in the browser — nothing to download first
▸ Optional two-step sign-in — a stolen password alone can't reach their documents
▸ Financial statements in one place
▸ E-signatures with a full audit trail — included, not an upsell
▸ Your logo, colors and firm name — set by you, changed anytime
▸ Automatic reminders chase unsigned documents at 3, 7 & 14 days
▸ Works alongside Drake, Lacerte, UltraTax, ProConnect, QuickBooks
▸ Free white-glove migration from TaxDome, Canopy, ShareFile
▸ Client Launch Kit — we help you announce it, not just build it
$0 setup · $59/mo solo · $149/mo whole firm — e-signatures and automatic signature reminders included. Pro (client payments, advanced staff roles — set up on a call): $6,000 + $997/mo. Ownership transfer at month 24 on both. 30-day setup-fee guarantee on ad-sourced deals.
Security, in one line: encrypted in transit and at rest · every login isolated to your firm, and we test that isolation · single-use credential links, never shared passwords · optional two-step sign-in (emailed login code) · attested infrastructure (SOC 2 Type II). How we protect client data →
Who's behind this
Built and run by Eric Quidort.
When you call, you get the person who wrote the code — not a ticket queue or an account coordinator. And if I got hit by a bus tomorrow, you'd still own everything: your data exports anytime, and at month 24 the whole portal is legally yours. That's the point of the model.
Eric Quidort · Founder, Quidort Marketing · Philadelphia area · 267-348-8353 · book 15 minutes
After you buy
From purchase to client logins in an afternoon.
- 1~5 minutes
Make it yours
From your demo, click “Make it mine.” The sample data clears, you set your owner password, and your production portal is live at your own address.
- 2about a minute
Make it look like your firm
Set your logo, colors, and firm name yourself — with a live preview of what your clients will see. Prefer we do it? Email the logo and we'll set it the same day.
- 3about 5 minutes
Bring your clients over
Drop in whatever your current system exports — Excel or CSV, as-is. We read the file, match the columns, and show you the clients you're about to create before anything saves. One click to undo. (Rather hand it off? Email the file and we'll load it within 48 hours.)
- 4one click + one email
Launch it to your clients
Bulk-invite everyone on file — each client sets their own password via a secure single-use link. Your Client Launch Kit includes the announcement email and a printable login handout, already written.
- 5ongoing
Add your team & run
Staff get the request queue, the full client book, and messaging. Clients get documents, live statuses, secure messages, and e-signatures. A built-in checklist and plain-English help center walk everyone through it.
And you're never doing it alone: white-glove migration from TaxDome, Canopy, or ShareFile is included — we move your clients and documents with you, on a call.
Questions firms ask first
Is the demo really free and instant?
Yes. Submit the form and a portal with your firm's name and realistic sample data goes live in about a minute — credentials on screen and in your inbox. No payment, no commitment, and it stays live for 30 days.
What does it cost after the demo?
$0 setup. Solo practice: $59/mo. Whole firm, unlimited staff: $149/mo flat — includes everything on this page: documents, statuses, messaging with attachments, e-signatures with a downloadable signature certificate, and automated signature reminders. Never per-seat — seasonal preparers ride free. Billed monthly, cancel anytime.
Is our clients' data safe with you?
Encrypted in transit and at rest, every login is isolated to your firm (we test that isolation continuously, not just claim it), passwords are never generated or shared — each person sets their own via single-use link — and it runs on independently attested infrastructure (SOC 2 Type II). Logins can also require two-step verification: a one-time code emailed at sign-in, so a stolen password alone can't open a client's tax documents. The full plain-English rundown is on our Security page.
Does it work with our tax software?
Yes — alongside all of it. Drake, Lacerte, UltraTax, ProConnect, QuickBooks: your filing workflow doesn't change. The portal replaces the client-facing chaos — email attachments, 'did you get my documents?', unsigned engagement letters — not your tax software.
What does 'you own it at month 24' actually mean day-to-day?
Nothing changes unless you want it to. We keep hosting, maintaining, and supporting the portal at the same flat monthly rate. The difference is legal: the code, data, and brand become yours, so you could take it in-house or to any developer, anytime. It's an asset with an exit — not a subscription with a hostage clause.
We're on TaxDome / Canopy / ShareFile. How painful is switching?
Free white-glove migration is included — we move your clients and documents for you. Most firms switch between engagements without their clients noticing anything except a better portal.
What happens if we leave?
Your data is always yours, and at month 24 the entire portal — code, data, brand — transfers to you outright. Until then, you can export everything at any time. No hostage clauses.
Will our clients actually use it?
That's the right question — and it's why setup includes a Client Launch Kit: the announcement email to your clients (written for you), a printable one-page login handout, and a launch plan. Clients set their own password from a single-use link, and 'it's in your portal' becomes the habit within a month.
Do we have to import our client data ourselves?
No. Send us the CSV export from your current system and your portal is live with your real data within 48 hours — clients, policies or engagements, premiums, renewal months. A self-serve 2-minute importer exists too, if you'd rather.
See it wearing your firm's name.
Free, instant, no commitment. The demo takes about a minute to build and 30 seconds to fall for.
Build my free branded demo