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HELP RESPONSE TIME
in minutes (median)
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HOW IT WORKS
The myPortal Platform
Simplify the client request process through a easy-to-use secure portal.
- Branded to fit your Firm
- Designed to fit your workflow
- A better client experience
Create requests
Convert your request list into a web-based platform.
Invite users
Assign tasks and add due dates.
Monitor status
Track progress at any level in real-time.
Communicate
Collaborate on one shared platform.
FEATURES
Transform how your teams work
See the big picture
See the real-time status of every project through dynamic dashboards.Smart notifications
Summary emails and instant notifications keep you up to speed.
Find what matters
Search documents, requests. Use smart filters. Powerful search.
Security and compliance
From two-factor authentication to private requests, you have control over your environment.PRICING
Pricing that makes sense
Get started with four weeks free.
Free
No risk free trial.
Imagine if your clients only had to provide information once.
Manage requests
Built for how you work
All features out of the box
Improve remote work
Control privacy
Quick implementation
See how easy it can be
World-Class Support
Industry-leading human, self-serve, and proactive support.
$24/mo
Per Active Internal User
An active user is a Firm user that logs in during a month.
Unlimited storage
Unlimited client users
Training included
Reporting
Dynamic dashboards
Admin controls
Integrated support
ABOUT US
Designed by CPAs for CPAs
Managing 50, 100, or 500+ requests requires transparency and accountability.
In 2012 we set out to solve the complex problem of managing the client request process. Before myPortal, we worked with Word, Excel, email, and web-based portals that became a dumping ground with little to no organization.
myPortal simplifies the client request process by converting the request listing into a web-based list. Using automated workflow and centralized collaboration, we help users focus on what matters.
TESTIMONIALS
What our users say
Here's what users say when asked about their experience.
Madilynn Dobson
VP | BSA, Compliance and Internal Control
Thanks for being so easy to work with. Also, your portal is the BEST one I have ever used!.
Mark Choate
Assurance Manager
Thank you for helping make my life so much easier with myPortal. The thing is awesome and clients love it!
Trusted by
Simplify Your Life
No Limits
Audit Trails
Smart Notifications
Workflow Approval
Roll Projects
Track Progress
Set Preferences
Export Data
SSL & Encryption
Integrated Help