Collect Faster. Prepare Smarter. Get Paid First.
Never prep an unpaid return again.
PORTL helps tax pros replace disconnected tools with one branded client portal for intake, engagement letters, payments, documents, signatures, scheduling, and follow-up — so every return starts organized, paid, and ready to prepare.
How it works
The All-in-One Tax Practice Management Tool
One guided client flow on your own branded subdomain — {firm}.portl.tax — from first question to final signature.
Questionnaire
Branded EN/ES intake routes by return type.
Engagement Letter Signed
Auto-generated with legally binding e-signatures (8879-ready).
Deposit Paid
Secure payment before prep work begins.
Document Upload
Encrypted uploads, organized by return.
Appt. Booked
Booked on your calendar with reminders.
Sign & Pay
Final review, e-sign, secure delivery.
Your portal lives at yourtaxfirm.portl.tax — your brand, your domain, your client experience.
Explore PORTL
Everything the portal does — and how it compares
Nine pages written for tax pros: the product itself, what it costs, and honest side-by-sides with the practice-management suites you are probably weighing.
All features
Branded portal, engagement letters, intake, payments, scheduling, and AI follow-up in one hub.
Browse features → ProductClient portal
Your white-label subdomain and the guided 7-stage client flow, start to finish.
See the portal → ProductEngagement letters
Send, e-sign, and collect the deposit before documents and prep begin.
See e-sign → OverviewPractice management
The whole client-facing practice — intake, letters, payments, docs, scheduling — on one pipeline.
See how it runs → PricingPlans & pricing
Flat per firm, unlimited preparers on Firm, $0 PORTL platform fee.
See pricing → CompareTaxDome alternatives
What tax pros weigh when they leave per-seat practice management.
Read the guide → CompareCanopy alternatives
A branded client portal without per-user sprawl or unused modules.
Read the guide → ComparePORTL vs TaxDome
Where PORTL wins, and where TaxDome is still the right call.
Compare → ComparePORTL vs Canopy
Per-user practice management against a flat-price client portal.
Compare →Pricing
Flat pricing. $0 platform fee.
Annual Solo $119/mo, Firm $239/mo. Monthly $149/$299. Enterprise custom. No free trial — 30-day money-back guarantee.
Solo
1 preparer · unlimited prospects
billed annually
- Custom branding (logo, colors)
- Client intake & document management
- Invoice & payment processing
- 1-on-1 onboarding
Firm
Unlimited preparers · unlimited prospects
billed annually
- Everything in Solo
- Unlimited additional preparers
- SMS automation
- Priority phone support
Enterprise
No card. A scoping conversation first.
- Multi-office rollout
- Custom onboarding and migration
- Dedicated point of contact
- Security and procurement review
FAQ
Frequently asked questions
How is PORTL different from Canopy or TaxDome?
TaxDome and Canopy are broader practice-management suites with per-user (or modular) pricing that scales with seats. PORTL is a branded all-in-one client portal for tax pros — intake, engagement e-signature, payments, onboarding forms, documents, and scheduling in one guided flow. Annual plans: Solo $119/mo, Firm $239/mo. Monthly: Solo $149/mo, Firm $299/mo. Enterprise is custom (no card; sales conversation). $0 PORTL platform fee on client payments. Done-for-you onboarding in about 60 minutes. No free trial; 30-day money-back guarantee.
Do I need a credit card to sign up?
Yes, a card is required to reserve your spot. But our 30-day money-back guarantee means zero risk. Cancel within 30 days for a full refund. No contracts.
Can I cancel anytime?
Yes. Month-to-month, no contracts, no cancellation fees. Plus a 30-day money-back guarantee on your first payment. Cancel anytime and keep your clients. Export your data whenever you want.
Why is PORTL more expensive than DocuSign alone?
DocuSign is one tool. PORTL replaces five: e-sign, intake forms, payments, document portal, and scheduling — plus the admin hours stitching them together. PORTL saves money the moment you cancel two of the others.
I already have a workflow that works.
Most working workflows leak hours per return in admin. PORTL doesn't change your tax software — it replaces the client-facing chaos around it.
Can I switch plans mid-season?
Yes. Upgrades are instant; downgrades take effect at the next billing cycle. We prorate everything.
Is there a limit on how many clients I can have?
No. Every plan includes unlimited clients and unlimited prospects in your CRM.
Get your clients signed, paid, and booked — in one link.
Onboarding takes about 60 minutes and we do it with you, live. Activate today and your branded portal is ready before the weekend.