PORTL features for tax pros
PORTL is the branded client portal for tax pros. One white-label link at {firm}.portl.tax runs intake, engagement letters, payments, document collection, scheduling, and AI follow-up — bilingual in English and Spanish, flat at Solo $119/mo or Firm $239/mo billed annually. $0 PORTL platform fee on what your clients pay.
Start here
Six places to dig in — the portal itself, the engagement-letter flow, what it costs, and how PORTL reads next to the practice-management suites tax pros usually compare it with.
Practice management
Pipeline, calendar, document vault, and per-preparer views — the firm-side half of PORTL that runs beside the client portal, without per-seat pricing.
See practice management → ProductBranded client portal
Your subdomain, your logo, your preparers. Clients move through a guided 7-stage flow — intake, engagement letter, payment, onboarding forms, documents, appointment, done — while you watch the pipeline fill in.
See the client portal → ProductEngagement letters that get paid
Send your letter on a branded link, capture a legally binding e-signature, and collect the deposit before documents and prep begin. No per-signature fees, no separate signing subscription.
See engagement letters → PricingFlat pricing, $0 platform fee
Solo $119/mo and Firm $239/mo billed annually ($149/$299 monthly), unlimited preparers on Firm, Enterprise custom. No free trial — a 30-day money-back guarantee instead.
See PORTL pricing → CompareTaxDome alternatives
What tax pros actually weigh when they leave per-seat practice management: flat price, white-label, bilingual clients, and setup done with you instead of a documentation portal.
Read the alternatives guide → ComparePORTL vs TaxDome
An honest side-by-side: where PORTL's branded portal and flat firm price win, and where TaxDome's broader practice-management suite is still the right call.
Compare with TaxDome → ComparePORTL vs Canopy
Per-user practice management against a flat-price client portal — the differences that show up in your bill, your branding, and your clients' first ten minutes.
Compare with Canopy →What you get, feature by feature
Guided intake with a live fee estimate
Filing status, dependents, income sources, and documents collected in plain language — with the fee shown as they answer, so nobody is surprised at checkout.
Engagement letter e-signature
Drawn or typed signature in any phone browser, stored with name, email, timestamp, and letter version in the client's file.
Payments straight to your account
Card and Apple Pay through Stripe, deposits or full payment, waiver codes when you want them. Zelle, Cash App, and cash get recorded manually on the pipeline card.
AI document filing
Clients bulk-upload from a phone. Files are read, renamed, and filed into the right folder — no more drives full of IMG_4471.jpg.
Scheduling on your calendar
Clients book real open slots straight into your Google Calendar, with confirmations sent in their own language.
AI follow-up
Unsigned letter, unpaid deposit, missing W-2? The portal chases politely on your behalf so you stop being the 9pm reminder service.
Bilingual EN/ES end to end
Every client screen and automated email runs in English or Spanish, saved per client. Your own dashboard language is set separately.
Pipeline for the whole firm
Every client, every stage, every preparer on one board. On Firm, each preparer gets their own branded link and their own pipeline.
Flat pricing, every feature included
No feature tiers, no per-signature charges, no per-seat math. Solo and Firm differ only in how many preparers work out of the portal.
Solo
billed annually · $149/mo billed monthly · one preparer
Firm
billed annually · $299/mo billed monthly · unlimited preparers
Full breakdown on the PORTL pricing page. Also worth reading: Canopy alternatives. $0 PORTL platform fee on client payments. No free trial — 30-day money-back guarantee.
Frequently asked questions
What does PORTL include for a tax firm?
A branded client portal on your own {firm}.portl.tax subdomain with guided intake, engagement-letter e-signature, card and Apple Pay payments, AI document filing, appointment scheduling on your Google Calendar, bilingual EN/ES client screens and emails, AI follow-up for unsigned letters and missing documents, and one pipeline for the whole firm.
How do the client portal, engagement letters, and intake fit together?
They are one flow, not three products. The client opens your branded link, answers intake in plain language with a live fee estimate, signs your engagement letter on their phone, pays the deposit, uploads documents, and books their appointment — each step unlocking the next inside the same portal.
Do payments, scheduling, and AI follow-up really come built in?
Yes. Payments run through Stripe to your account with deposits, waiver codes, and $0 PORTL platform fee. Clients book real open slots from your Google Calendar. And the portal chases unsigned letters, unpaid deposits, and missing documents politely on your behalf, in the client's own language.
What is the difference between Solo and Firm?
Every feature is included on both plans — there are no feature tiers. Solo is $119/mo billed annually for one preparer. Firm is $239/mo billed annually and adds unlimited preparers, each with their own branded link and pipeline. Enterprise is custom, scoped in a sales conversation with no card required.
Who is PORTL built for?
Tax professionals only — solo preparers, multi-preparer firms, and seasonal offices that want one branded link to run their client flow. It is not a generic small-business tool, and it is not for the clients themselves: your clients simply walk through the portal you put your name on.
One branded link. Every feature on this page.
Onboarding takes about 60 minutes and we do it with you, live — subdomain, branding, pricing, engagement letter, and calendar working before the week is out.