Practice management software for tax professionals
PORTL is practice management built for tax pros — not a generic firm OS bent into tax season. Your firm runs on a white-label portal at {firm}.portl.tax: intake, engagement-letter e-signature, payments, documents, scheduling, and AI follow-up, all on one pipeline. Annual Solo $119/mo or Firm $239/mo. No free trial — a 30-day money-back guarantee instead. $0 PORTL platform fee on client payments.
What it covers
Six jobs that eat a tax practice, handled on one pipeline instead of six tools.
Client intake
Guided bilingual intake collects filing status, dependents, income sources, and a live fee estimate, so a new client arrives priced and organized instead of as an email thread.
Engagement letters
Your letter, e-signed in the browser with name, email, timestamp, and version recorded — then straight to the deposit before prep begins.
Payments
Card and Apple Pay through Stripe into your own account. Zelle, Cash App, and cash are recorded manually on the pipeline card so the books still match.
Documents
Bulk upload from any phone. Files are read, renamed, and filed into the right folder automatically, and last season's file is one click away.
Scheduling
Clients book real open slots straight into your Google Calendar, with confirmations and reminders sent in their language.
Pipeline & AI follow-up
Every client sits on a stage. Stalled at documents, unsigned, unpaid — PORTL chases politely on your behalf so you stop being the reminder service.
Go deeper: the branded client portal · engagement letters · all PORTL features.
Who it's for
Solo preparers and EAs
One preparer, a few hundred returns, and no admin staff. PORTL replaces the intake form, the e-sign subscription, the payment links, the shared drive, and the scheduling tool with one branded link and one flat bill.
Small firms and multi-preparer offices
On the Firm plan every preparer gets their own branded link and pipeline while admins see the whole office. Adding a preparer never changes what you pay, so growth is not a pricing decision.
Bilingual practices
Each client is saved with a language, and every screen and automated email they receive runs in English or Spanish. Your own dashboard has its own language, separate from theirs.
Firms leaving a per-seat suite
If you are paying per user for modules you never open, PORTL covers the client-facing half of the practice properly and charges one flat price for the firm.
How it differs
White-label, not co-branded
Your subdomain, logo, colors, and preparer names. Clients never see a vendor's brand or land on a generic login page.
Bilingual EN/ES on day one
Nothing to translate, nothing to configure, no second portal to maintain — client screens and emails follow the client's saved language.
Flat price per firm
Solo $119/mo or Firm $239/mo annually. No per-seat math, no module upsells, no surprise line item in February.
$0 PORTL platform fee
You keep what your clients pay, minus standard Stripe processing. We do not take a cut of your prep fees.
Weighing a per-seat suite? Read TaxDome alternatives or the side-by-side PORTL vs TaxDome.
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.
Frequently asked questions
What is practice management software for a tax firm?
It is the system that runs the work around the return: intake, engagement letters, payments, document collection, scheduling, and follow-up. PORTL covers that client-facing half on one branded link at {firm}.portl.tax and keeps every client on a visible pipeline stage. It is not tax preparation software and does not replace your filing software.
How much does PORTL practice management cost?
Solo is $119/mo billed annually ($149 monthly) for one preparer. Firm is $239/mo billed annually ($299 monthly) with unlimited preparers and admins. Enterprise is custom — no card, just a scoping conversation at hello@portl.tax. 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 tells you nothing and a live portal with real clients tells you everything.
How long does it take to switch?
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.
Run the practice from one branded link.
Onboarding takes about 60 minutes and we do it with you, live. Activate today and your firm is running on PORTL before the weekend.