Client portal
A CPA client portal that keeps clients responding
Give clients one clear place to see document requests, upload files, approve next steps, sign documents, view invoices, and pay — instead of searching their inbox for the latest thread.
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Clients respond faster when the next step is obvious. That is the whole point of the portal.
One place to respond
Clients see exactly what you need from them
When a client signs in, they see their outstanding requests, shared documents, messages, pending approvals, invoices, and payment options — nothing more, nothing less. A client portal for document collection only works if clients can find the ask in seconds.
- Outstanding document requests, with upload built in.
- Pending approvals and signature requests, ready to act on.
- Open invoices with online payment options.
- Project messages kept with the engagement, not lost in email.
Firm view vs. client view
Share the work, not your whole firm
Client-visible requests, files, messages, and approvals stay separate from firm-only time entries, internal notes, and operational context. You decide what the client sees, item by item — and firm-only time flows straight into invoicing when you are ready to bill.
- Mark requests and files client-visible when you are ready.
- Internal to-dos, notes, and unbilled time stay inside the firm.
- Uploads land on the right client and project automatically.
- A visible activity trail shows what changed and when.
Account trust
Access controls for the accounts that touch client work
Client workflows involve sensitive financial documents, so access matters. Signed-in portal access, two-factor authentication, and admin controls are what make CPArelay a secure client portal for accountants and their clients.
Signed-in access
Clients sign in to their own portal view, so files and requests are exchanged inside the workspace instead of over email attachments.
Two-factor authentication
CPArelay supports and encourages two-factor authentication for the accounts that touch your client workflows.
Admin controls
Multi-user practices can manage staff access, so the right people see the right client work.
Beyond the portal
The portal is one door into the whole workflow
Everything a client does in the portal — uploads, approvals, signatures, payments — lands back on the engagement, where your team already works.
Give your clients a clear place to respond
Stop asking clients to dig through their inbox for the latest request. Put the next step in front of them with a portal built for CPA firms.
Free trial · no credit card required