Simple customer portals, delivered.
Deploy a branded customer portal in minutes. Tasks. Files. Messaging.
Manage tasks
Create, organize, and keep track of everything that needs to get done. Set due dates and priorities, attach supporting files, and archive completed work — so nothing slips through the cracks.
Verify contact information
Sign Service Agreement
Submit business requirements
Review and Approve Proposal
Choose your portal type
Understand the difference between Individual and Group Portals to pick the right workflow for your team.
Private Engagement
Secure, one-on-one environments where users interact independently with your firm.
Complete Isolation
Users remain entirely unaware of each other, ensuring total data privacy.
Task Behavior
Tasks are siloed; when you create a request, it is visible and actionable only by the specific assigned individual.
Tasks
Tax documentation
Provide tax documentation for tax year 2025, complete with signed form and questionnaire
Review and Approve proposal
Review the proposed scope, timeline, and pricing, then approve it to proceed. Documents are attached.
Verify contact information
Confirm that your company and primary contact details are accurate and up to date.
Assignments
