Your team spends hours every week answering status calls, chasing documents, and scheduling meetings. A branded client portal gives your clients self-service access to check filing status, upload documents, send messages, and book appointments — freeing your staff to focus on billable work.
Welcome back,
Raj Sharma
Filing Status
Upload Docs
Messages
Appointments
Your Filings
T2 Corporate Return 2025
Sharma & Associates Inc.
GST/HST Return - Q4 2025
Sharma & Associates Inc.
T1 Personal Return 2025
Raj Sharma
Portal Capabilities
Reduce phone calls and emails by giving clients self-service access to their information.
Clients see real-time status of their T2, GST/HST, T1, and other filings. No more "What's the status of my return?" calls.
Stop chasing clients for missing documents via email and phone. Send a secure upload link, and documents land directly in the right client folder — organized by filing type, never lost in an inbox.
When client communication happens over personal email and phone, important details get lost and other team members have no context. Portal messaging keeps every conversation documented and visible to your whole team.
Phone tag to schedule a meeting wastes everyone's time. Clients book appointments based on your team's real-time availability — no back-and-forth emails. Syncs automatically with Google Calendar and Microsoft 365.
Customize the portal with your firm's logo, colors, and domain. Clients see your brand, not ours. Professional experience throughout.
Your clients' tax data is highly sensitive. OTP-based two-factor authentication ensures only verified clients can access their portal — meeting PIPEDA security requirements without complicated password policies that frustrate users.
Send documents for signing directly through the portal. Clients sign via a secure link with no login required — no per-signature fees, complete audit trail, and multi-signer support included.
For Your Firm
The client portal eliminates the back-and-forth that consumes your team's time. Clients help themselves, and your staff focuses on what matters.
Fewer Status Inquiry Calls
Clients check their own filing status instead of calling your office
Client Access
Clients upload documents and check status anytime, not just during office hours
Misplaced Documents
Upload links and organized storage mean nothing falls through the cracks
"Since we set up the client portal, status inquiry calls dropped dramatically. Clients just log in and check themselves. Tax season is so much smoother now."
— CPA Firm Owner, Canada
"The document upload links are a game-changer. We send a link, clients upload their T-slips and receipts, and everything is organized automatically. No more email attachments."
— Practice Manager, Mississauga
Getting Started
Add your firm's logo, choose your brand colors, and optionally set up a custom subdomain.
Send portal invitations to clients via email. They set up their secure OTP login in seconds.
Clients can immediately view filing status, upload documents, message your team, and book appointments.
The client portal is available as a Documents & Portal Pro add-on ($39/mo). Request a demo and see the difference.