The branded client portal for tax professionals
PORTL gives every tax firm a white-label client portal at {firm}.portl.tax. Clients complete a guided 7-stage flow — intake, engagement letter, payment, onboarding forms, document upload, appointment, done — while you watch the pipeline. Flat pricing: Solo $119/mo or Firm $239/mo annually.
What is a client portal for tax pros?
A client portal is the single secure link where your tax clients do everything: answer intake questions, e-sign the engagement letter, pay, upload documents, and book their appointment. Instead of chasing email threads and texts, you watch each client move stage by stage on one pipeline.
Branded portal vs generic file share / email
A shared drive stores files; email moves them. Neither knows who signed, who paid, or what is still missing. A branded portal sequences the work, records every signature and payment against the client, and chases the gaps for you — while looking like your firm, not a rented inbox.
White-label subdomain {firm}.portl.tax — what clients see
Your clients land on your own subdomain with your logo, colors, and preparer names, in English or Spanish. They never see a PORTL login screen, a third-party brand, or a generic upload page. Every automated email they receive matches that same firm identity end to end.
What makes it yours
White-label from the first click
Your subdomain, your logo, your colors, your preparer names. Clients never see a third-party brand or get bounced to a generic login page — the portal reads as your firm end to end.
Bilingual EN/ES on day one
Every client screen and automated email runs in English or Spanish, set per client and remembered from then on. Nothing to translate, nothing to configure, no second portal to maintain.
AI follow-up that closes the gap
Stalled at documents? Unsigned engagement letter? Unpaid invoice? The portal chases politely on your behalf, in the client's language, so you stop being the reminder service.
$0 PORTL platform fee
You keep what your clients pay, minus standard Stripe processing on card and Apple Pay. Zelle, Cash App, and cash are recorded manually on the pipeline card and never touch checkout.
The 7-stage client flow
Every client moves through the same path, one stage at a time, and each finished stage opens the next automatically. You watch it happen on the pipeline instead of chasing it by text.
Intake
Guided questions collect filing status, dependents, income sources, and documents — with a live fee estimate so there is no price surprise later.
Engagement letter
Your engagement letter, e-signed in the browser by drawn or typed signature, timestamped and stored in the client's file.
Payment
Card and Apple Pay through Stripe, straight to your account. Deposits, full payment, or a waiver code — your rules.
Onboarding forms
Bank details for direct deposit, ID verification, and the extra forms your workflow requires, collected once and reused.
Documents
Bulk upload from phone or desktop. Files are read, named, and filed into the right folder automatically.
Appointment
The client books straight into your Google Calendar from real open slots, with confirmations sent in their language.
Done
Return delivered, 8879 signed, client marked complete — and the whole trail is in one place next season.
What it replaces
- A separate client-intake form builder
- A standalone e-signature subscription for engagement letters
- Payment request links pasted into email threads by hand
- A shared drive full of untitled phone photos named IMG_4471
- A scheduling tool that does not know which client is booking
- The reminder texts you send at 9pm during the season
One link, one login for you, one bill. The client-facing half of your practice stops being six tools taped together.
Pricing
Flat per firm. No per-seat math, no platform fee on client payments, no free trial — a 30-day money-back guarantee instead.
Solo
billed annually · $149/mo billed monthly
Firm
billed annually · $299/mo billed monthly · unlimited preparers
Full plan details on the PORTL pricing page. Side-by-side breakdowns: Practice management · All features · Engagement letters · PORTL vs TaxDome · PORTL vs Canopy · TaxDome alternatives · Canopy alternatives.
Frequently asked questions
How is a branded portal different from Dropbox plus email?
A shared folder holds files but tracks nothing. The portal knows which client signed, which paid, and which still owes documents, sends the reminders in their language, and keeps the whole trail in one client record you can reopen next season.
Does the portal work on a phone?
Yes. Most clients finish the entire flow on a phone browser — photographing documents for bulk upload, signing with a fingertip, paying with Apple Pay, and booking a real open slot on your calendar. Nothing to install.
What is a client portal for a tax firm?
It is the one link your clients use for everything: answering intake questions, signing the engagement letter, paying, uploading documents, and booking their appointment. With PORTL that link lives on your own subdomain — {firm}.portl.tax — so it looks and reads like your firm, not like software you rented.
Do my clients have to install or learn anything?
No. They open your link in whatever browser is on their phone, and the portal walks them through one stage at a time. There is no app, no password gauntlet, and no training call.
Is the portal really bilingual?
Yes. Each client is saved with a language, and every screen and automated email they receive runs in English or Spanish accordingly. Your own dashboard has its own language setting, separate from theirs.
How much does the PORTL client portal cost?
Solo is $119/mo billed annually ($149 monthly) for one preparer. Firm is $239/mo billed annually ($299 monthly) and includes unlimited preparers and admins. Enterprise is custom — no card, just a scoping conversation. The PORTL platform fee on client payments is $0.
Is there a free trial?
No free trial. You get a 30-day money-back guarantee instead, because an empty demo portal tells you nothing and a live portal with real clients tells you everything.
How long does setup take?
About 60 minutes, live on a call with our team. We set up your subdomain, branding, pricing, engagement letter, and calendar with you, and your branded link goes out to clients the same week.
Can several preparers work out of the same portal?
Yes. On the Firm plan every preparer gets their own branded link and their own pipeline, while admins see the whole firm. Adding a preparer never changes your bill.
One branded link. Signed, paid, and booked.
Onboarding takes about 60 minutes and we do it with you, live. Activate today and your client portal is ready before the weekend.