A Modern, Branded Client Portal for Your CPA Firm.
Give your clients a professional online experience that reflects your firm—while your office stays organized behind the scenes.
Your Clients Stay Informed. Your Office Stays Organized.
The DesktopCPA client portal works beautifully on desktop and mobile. Clients complete intake, submit documents, track progress, sign agreements, and book appointments—all in a branded space that carries your firm's identity.
Everything Your Clients Need, In One Branded Place.
Client Login & Access
Clients sign in to a secure, branded portal dedicated to your firm—no shared, generic logins.
Online Tax Intake Forms
Clients complete structured intake forms online, capturing consistent information before preparation begins.
Secure Document Submission
Clients upload requested tax documents securely; your staff reviews everything from one dashboard.
Client Progress Dashboard
Clients see their return status, requested documents, and next steps in one organized view.
Digital Agreements
Present engagement agreements for review and signature without printing or scanning.
Appointment Scheduling
Clients book consultations based on your availability, directly through the portal.
Office Communication
Keep every client conversation organized alongside their documents and status.
Personalized Branding
Your firm's name, logo, colors, and domain carry through the entire client experience.
Staff Administration
Configure staff access and roles so the right team members see the right clients.
A Branded Portal Reduces Repetitive Administrative Work.
When clients can self-serve intake, documents, and status, your team spends less time on phone calls and email follow-ups—and more time on the work that matters.
- Fewer 'where are we?' status calls
- Consistent intake information every time
- Documents collected in one organized place
- A polished brand experience clients trust
- Less manual scheduling back-and-forth
Ready to Give Clients a Better Portal Experience?
See how a branded DesktopCPA portal looks for your firm in a personalized demo.