A niche solution, specifically designed for

Auditors & Tax Professionals

Audits, reviews, compilations and complex returns. Finally a tool that just works and your clients will appreciate.

Bankers & Attorneys

If you have to collect a large amount of information from your clients and need a better solution - we're it!

We take your client request list (PBC List) and convert it into a web based list. Using automated workflow, and collaboration tools we offer the easiest way to manage client requests.


Request a demo - see how simple it can be



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Imagine this

How would your life change if you went to work every day knowing:
1
All team members knew what was most important and what they needed to do next
2
Your time was spent adding value to your client and not managing the request listing
3
Your clients only had to provide things once
4
Everything you needed to start your project was delivered on time
5
Changes were known in real-time and you were updated on key events

This is all possible and we'll show you exactly how we can help.

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Work together

Documents

Users

Requests

Unlimited

We don't like limits and bet you don't either. myPortal allows you to easily collaborate. No limits on documents or file size, the number of requests or users.

Unlimited

We don't like limits and bet you don't either. myPortal allows you to easily collaborate. No limits on documents or file size, the number of requests or users.

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World-class Support


Get exceptional help when you need it. Our median response time is under 10 minutes.

Security Comes First


In today's world, keeping information secure is more important than ever.

Hit the Ground Running


Getting started is easy. We’ll customize a plan that is right for your needs.


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Become Our Partner

We're not just another vendor. We will be your partner. It's time to improve the client request process and eliminate the headaches you and your clients face.
 

Innovative Pricing

The way vendors have traditionally billed is simply wrong. Our billing method will actually make sense. Connect with us to learn more.

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Features You'll Love

Here's what users of myPortal say when you ask them about their experience

Best Ever - Client User

Thanks for being so easy to work with. Also, your portal is the BEST one I have ever used!


Madilynn Dobson, VP | BSA, Compliance, and Internal Control

A Big Thank You - Firm User

Thank you for helping make my life so much easier with myPortal. The thing is awesome and clients love it!

Mark Choate, Assurance Manager

The above Client User sent this review to their Firm, the Firm user forwarded it on to us with a nice note. We want to help you get this same type of feedback from your clients!



Request a demo - see how simple it can be