Tax Client Portal for Accountants
A tax client portal made for accountants to share files, send messages, and sign files. Built for tax, accounting and CPA firms with bank-grade encryption to keep your client's data safe.
Why should you have a Tax Client Portal?
A tax client portal is essential for accountants who provide tax preparation services by enabling clients to share tax documents securely with your firm. Tax client portals streamline the entire tax filing process from signing contracts, upload documents, engaging in chat, and more. All data is protected via advanced security measures such as encryption. Using tax client portal software for your firm will keep your client's data safe, while making your firm more productive.
Features to boost your tax services business
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.
