99

+ % UP TIME

3

HELP RESPONSE TIME

in minutes (median)

15000

+ USERS

256

BIT AES ENCRYPTION

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

Learn the difference of a
purpose built platform

Request documents, manage users, approve documents, and communicate in one platform.

  • No limits on documents, file size, client users, or engagements
  • Custom branding and URL
  • 360-degree transparency
  • Manage private documents

See all features

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.

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

Trusted by

HT-Logo-
kcoe-isom-155
bonadio-logo x 155
GBQ – 155 x

Simplify Your Life

  • No Limits

  • Audit Trails

  • Smart Notifications

  • Workflow Approval

  • Roll Projects

  • Track Progress

  • Set Preferences

  • Export Data

  • SSL & Encryption

  • Integrated Help

Get started?

    Setup Demo