Get Your Tax Office Organized in a Few Clear Steps.
The DesktopCPA onboarding process is guided, manageable, and professional. No technical expertise required—just your business information and preferences.
Seven Steps to Your Branded Tax Office Portal.
Request a Software Demo
Book a personalized demonstration to see DesktopCPA in action and discuss whether it fits your practice.
Discuss Your Tax Office Requirements
We talk through your workflows, staff structure, client volume, and what you need most.
Submit Your Business Information
Share your firm's details—name, branding, domain, and contact information—through a guided intake.
Customize Your Branded Portal
We configure your portal with your logo, colors, and domain for a cohesive professional presence.
Configure Forms, Staff, Calendar & Workflows
Set up intake forms, staff access, appointment availability, and client workflow stages.
Test the Client Experience
Walk through the portal from a client's perspective and confirm everything looks and works right.
Launch Your Portal
Go live and start onboarding clients into your organized, branded tax office experience.
Questions About Getting Started.
Let's Get Your Tax Office Organized
Request a demo today and take the first step toward a branded, organized client portal.