Secure Client Portal for CPA Firms

Give your clients a single, secure place to upload documents, chat with your team, complete questionnaires, and download their filed returns.

How Does the Client Portal Work?

1

Invite Your Client

Send a portal invitation via email. Clients create their account in under a minute with no software to install.

2

Clients Upload & Complete Tasks

Clients upload tax documents, fill out questionnaires, and check off items on their personalized document checklist.

3

Communicate in Real Time

Clients chat directly with their CPA inside the portal. No more email threads or missed voicemails.

4

Deliver Final Documents

Upload filed returns and deliverables to the portal. Clients download them securely whenever they need them.

What Can Clients Do in the Portal?

Document Upload

Drag-and-drop file uploads with automatic AI classification. Clients see which documents are still needed.

Document Checklist

A personalized checklist shows clients exactly which documents have been received and which are outstanding.

Built-In Chat

Real-time messaging between CPA and client with file attachments, search, and read receipts.

Questionnaires

Custom intake questionnaires collect client information before tax season starts, reducing back-and-forth.

Compliance Calendar

Clients can view upcoming deadlines and filing dates relevant to their engagement.

Document Delivery

Clients download filed returns, engagement letters, and other deliverables directly from the portal.

Why Does a Client Portal Matter for CPA Firms?

Problem: Clients email documents in scattered threads

Solution: A single portal gives clients one place to upload everything, with a checklist that tracks what has been received.

Problem: Clients forget which documents they still owe

Solution: The document checklist shows outstanding items at a glance, and automated reminders follow up on missing documents.

Problem: Delivering final returns requires manual email attachments

Solution: Upload deliverables to the portal and clients access them securely — no email size limits, no lost attachments.

Problem: Clients are confused by complex firm software

Solution: The portal is a simple, responsive web app that works on any device. No downloads, no training required.

Frequently Asked Questions

Is the Taxhance client portal available as a mobile app?
The Taxhance client portal is a responsive web application that works on any device with a browser, including phones and tablets. There is no separate native mobile app — clients simply visit the portal URL and get a mobile-optimized experience.
How do clients access the portal?
CPAs invite clients via email. Clients create an account and can immediately upload documents, view their document checklist, chat with their CPA, fill out questionnaires, and check the compliance calendar. No software installation is required.
Is the client portal secure?
Yes. The portal is hosted on SOC 2 Type 2 certified infrastructure (Supabase). All data is encrypted in transit and at rest. Taxhance is pursuing SOC 2 Type 1 certification and uses Zero Data Retention for AI document processing.
Can clients download their filed tax documents from the portal?
Yes. Once a CPA uploads the completed return or other deliverables to a client's binder, the client can download those documents directly from the portal at any time.

Start Your 21-Day Free Trial

Set up your branded client portal in minutes. No credit card required. Plans start at $39/mo billed annually.

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