Secure client portal sign-in
Clients sign in with a password or a magic link, protect their account with multi-factor sign-in, and reset passwords themselves.
The problem it solves
Clients need secure access that is still easy enough to actually use.
How it works
- The client registers or follows an invitation.
- They sign in with a password or a magic link.
- They can add multi-factor sign-in and reset their password themselves.
What your practice gets
- Secure client access.
- Magic links for easy sign-in.
- Fewer password support calls.
Questions accountants ask
Can clients use multi-factor sign-in?
Yes, with an authenticator app and recovery codes.
What is a magic link?
A one-time sign-in link sent by email.
Can clients register themselves?
Yes, where your practice allows it.
Related features
Features that work alongside secure client portal sign-in.
Invite clients to the portal
Send a client portal invitation by email (with a preview) or by SMS.
Client portal dashboard and documents
Clients see their tax returns, deadlines and income tax account, upload and download documents, request deletions and receive notifications.
Secure client chat
Secure chat between clients and staff, plus a client-facing AI assistant for common questions.
Client bookkeeping review in the portal
Clients see transactions, reports, pay slips and leave balances, and review and submit answers on unmatched transactions.
Tax return documents in the portal
Clients upload the documents for their tax return and follow the published timeline.
Client profile and entity switcher
Clients edit their profile and password, and switch between their entities with a group summary.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.