The client portal designed for your accounting firm.
Secure document upload, document checklists, signatures, and billing in a space that carries your brand.
For CPAs, tax specialists, bookkeepers, and firms of every size.
Average time to launch
14 days
Data hosted in Canada
100%
Monthly subscription fee
$0
The problem
Tax season shouldn't happen in your inbox.
Every spring, it's the same scenario: hundreds of emails with slips as attachments, clients asking "did you receive my T4?", manual follow-ups for missing documents, and confidential files circulating unencrypted.
A client portal for accounting firms centralizes everything: each client uploads their documents to their secure space, sees what they still need to provide, and signs their authorizations online. Your team processes complete files instead of chasing attachments.
Before / after the portal
Slips arrive by email, by text, and in person. Your team follows up with each client manually, digs through threads for documents, and re-enters everything. Confidentiality rests on unencrypted attachments.
Each client has their document checklist and uploads everything to their encrypted space. Reminders go out automatically, you see each file's progress at a glance, and every exchange leaves a trail.
What's included in your accounting portal
Your clients upload slips, statements, and financial statements to an encrypted space, from their computer or phone. No more email attachments.
Each client sees exactly what they need to submit based on their situation: T4s, RL-31s, employment expenses, rental income. You track progress in real time.
Late clients receive automatic reminders, by email or SMS. Your team no longer chases anyone by hand.
Authorizations (T183, MR-69), returns, and engagement letters signed online, automatically archived in the client's file.
Completed returns, financial statements, and notices of assessment delivered in the portal, accessible to the client at all times, year after year.
Fee invoices sent and paid online, with automatic reminders for overdue accounts.
Client questions arrive in the portal, attached to their file, instead of getting lost in the team's inboxes.
Each client file is structured by year and by engagement: personal taxes, business, GST/QST. The complete history stays accessible.
Partners, technicians, and assistants see the files that concern them. Clients only see their own space.
For every type of engagement
A portal that keeps pace with your practice.
Personal taxes, businesses, bookkeeping: each type of engagement has its document flow. The portal is structured around your actual practice.
Personal tax season
The March-April sprint becomes manageable: each client receives their personalized document checklist, uploads their slips as they come in, and signs their authorization online.
Your dashboard shows which files are complete and ready to process, and which are waiting on documents.
- ✓Document checklists personalized by situation
- ✓Visual tracking of complete and incomplete files
- ✓T183 / MR-69 signed online
- ✓Returns delivered in the portal
Business clients and self-employed workers
Financial statements, reconciliations, GST/QST, payroll: exchanges with your business clients are continuous. The portal centralizes recurring documents and each file's deadlines.
Your clients upload their monthly or quarterly documents without thinking about it, and your team works on up-to-date files.
- ✓Recurring uploads (monthly, quarterly)
- ✓GST/QST deadlines and installments tracked
- ✓Financial statements and reports shared
- ✓Complete history per business
Bookkeeping and ongoing services
Invoices, bank statements, and supporting documents arrive continuously, in a structured space instead of a shared inbox.
Missing documents are requested automatically at the frequency you choose.
- ✓Continuous drop box per client
- ✓Automatic filing by period
- ✓Automatic requests for missing documents
- ✓Possible integrations with your accounting tools
Growing the firm
A portal with your branding projects the professionalism that attracts and retains clients. Onboarding a new client (file opening, initial collection, engagement letter) becomes a smooth online journey.
Your firm handles more files without hiring more administrative staff.
- ✓New client onboarding online
- ✓Engagement letters signed electronically
- ✓Professional image under your brand
- ✓More capacity without administrative hiring
Security and compliance
Tax data demands impeccable security.
SINs, income, bank statements: the documents your clients entrust to you are among the most sensitive there are. Circulating them by email exposes your firm to real risks, and Law 25 makes you responsible for protecting them.
Your portal is encrypted end to end and hosted in Canada, on infrastructure dedicated to your firm. Every access is logged, each client only sees their own file, and you remain the owner of the solution and the data.
Your clients' tax data stays in Canada, on infrastructure dedicated to your firm.
Documents encrypted in transit and at rest. Secure authentication, with two-factor when needed.
Consents, access logging, and data minimization built in from the design stage.
Every upload, view, and signature is timestamped. Your firm can demonstrate its diligence.
How much does it cost?
Your accounting portal, starting at $5,000.
A custom portal traditionally cost tens of thousands of dollars. Thanks to modern development tools, the first working version is delivered in 14 days at a fixed price: secure document upload, client spaces, dashboard, and hosting. Ready before the next tax season.
- ✓Document upload and client spaces from the first version
- ✓Your firm's image, on your domain
- ✓No subscription, no client limits
- ✓Scalable: signatures, billing, and integrations added next
Our process
From the first conversation to launch, here's how we work with you.
Discovery & strategy
We take the time to understand your vision, your users, and your goals. Together we define the essential features to launch fast and validate quickly.
UX/UI design
Our designers create interactive mockups centered on user experience. You validate every screen before development begins.
Development
Our team builds your solution with the technologies best suited to your project. Clean, performant code, built to evolve.
Testing & QA
Rigorous testing across devices and browsers, bug fixing, and performance validation before launch.
Deployment & support
We handle production deployment and stay available after launch for updates, support, and product growth.
Discovery & strategy
We take the time to understand your vision, your users, and your goals. Together we define the essential features to launch fast and validate quickly.
UX/UI design
Our designers create interactive mockups centered on user experience. You validate every screen before development begins.
Development
Our team builds your solution with the technologies best suited to your project. Clean, performant code, built to evolve.
Testing & QA
Rigorous testing across devices and browsers, bug fixing, and performance validation before launch.
Deployment & support
We handle production deployment and stay available after launch for updates, support, and product growth.
Frequently asked questions
Our MVP offer starts at $5,000, fixed price: secure document upload, individual client spaces, dashboard, and hosting, delivered in 14 days. A more complete portal (signatures, billing, integrations) generally lands between $5,000 and $15,000. There are no monthly fees per client or per user.
File-sharing tools store documents, nothing more. A custom accounting portal structures your practice: document checklists by tax situation, automatic reminders, per-file progress tracking, authorization signatures, and organization by tax year. And it carries your image, not a vendor's.
Yes, that's precisely why it exists. Encryption in transit and at rest, hosting in Canada, authentication with two-factor when needed, logging of every access, and complete isolation between clients. It's incomparably more secure than email attachments.
Yes. Compliance is built in from the design stage: consents, data minimization, logging, and Canadian hosting. Your firm can demonstrate its diligence in the event of an incident or audit, which is difficult with email exchanges.
It's a design priority. The client journey is reduced to the minimum: receive a link, log in, see your document list, upload a photo or file. No app to install. And for clients who prefer paper, your team can upload the scanned documents to their file.
Yes. Authorizations, engagement letters, and other documents are signed electronically right in the portal, with timestamps and automatic archiving in the client's file. Electronic signatures are recognized by the CRA and Revenu Québec for these forms.
Yes, depending on your tools. We can connect the portal to QuickBooks, Sage, or your other systems to avoid double entry: synchronized billing, documents routed to the right file, clients created once. We assess the relevant integrations during the initial analysis.
Yes. The first version is delivered in 14 days with our $5,000 offer, and your clients are invited by email with an activation link. Even mid-season, the portal can be rolled out progressively, starting with new files.
You import your client list (from Excel or your current software), and each client receives a personalized email invitation with an activation link. No installation required: the portal works in the browser, on desktop and phone alike.
We start with a 15-minute call to understand how your firm operates and your main pain points. It's free and without obligation. We then propose a portal tailored to you, with a fixed price and a clear timeline.
Let's talk about your project
Tell us what you have in mind, even roughly. We come back quickly with a first read and a price range.
Bring your digital ambitions to life.
We build intuitive software solutions and prestigious showcase websites that reflect the excellence of your organization.
Your website in 7 days, your MVP in 14 days
Fixed price, all included. Only 3 new projects accepted per month.