Secure Client Portal for Accounting
Secure file sharing for accountants, send protected messages, and sign files all in your firm's own custom branded client portal. Built for finance, tax, accounting and CPA firms with bank-grade encryption to keep your client's data safe.
Do You Need a Client Portal for Your Accounting Business?
It's a good idea for any accounting business to have a secure client portal. It makes it easy for clients to upload documents, and is a safer alternative to other methods of exchanging files like email. A secure portal can allow for cpa file sharing and for accountants enables clients to access important documents, sign contracts, upload documents, engage in chat, and more. Client portals are secure by requiring users to login with their own account. All data is protected via advanced security measures such as encryption and role based access. Client portals are not only a secure place for accountant file sharing but financial file sharing in general. Using an accountant client portal software for your firm will keep your client's data safe, while making your firm more productive.
Features to keep your firm productive and secure
Secure File Sharing
Quick and simple file sharing to enable your clients to securely upload and download files.
Real-time Messenger
Communicate with your clients effectively using your own real-time messenger.
Custom Branding
Build up your brand by customizing your portal using your own colors and logos.
Secured with Encryption
All files, messages, and user data is encrypted in transit and at rest with bank-grade encryption.
The Best Price
Foyer is affordable with our standard plan being just $19 per month per internal user.
Sign Files
Get your client's signatures quickly using DocuSign, the industry-leading eSignature solution.
Email Notifications
Get notifications via email for file uploads and unread messages so you never miss any client activity.
Folder Organization
Organize your client's files in folders using an easy-to-use interface. Just drag and drop.
Learn more about our features
Secure File Sharing
Quickly and securely exchange files with your clients in your company's own custom branded client portal. All files are encrypted at rest and in transit. All you have to do is drag-and-drop.
