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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
Convert your request list into a web-based platform.
Assign tasks and add due dates.
Track progress at any level in real-time.
Collaborate on one shared platform.
Transform how your teams work
See the big pictureSee the real-time status of every project through dynamic dashboards.
Summary emails and instant notifications keep you up to speed.
Find what matters
Search documents, requests. Use smart filters. Powerful search.
Security and complianceFrom two-factor authentication to private requests, you have control over your environment.
Pricing that makes sense
Get started with four weeks free.
No risk free trial.
Imagine if your clients only had to provide information once.
Built for how you work
All features out of the box
Improve remote work
See how easy it can be
Industry-leading human, self-serve, and proactive support.
Per Active Internal User
An active user is a Firm user that logs in during a month.
Unlimited client users
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.
Here's what users say when asked about their experience.
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!.
Thank you for helping make my life so much easier with myPortal. The thing is awesome and clients love it!
Simplify Your Life
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