Client Portal


Client Portal Software for CPAs and Accountants

Automate your document workflow with the best CPAs software built by Accountant for Accountants


Our Client Portal Software provides your clients access to their own projects, contracts, services and account in order to improve transparency and help clients help themselves. It offers your clients on-demand access for the services you do for them smoothly.

Our client portal software provides you with an exquisite digital gateway to share files and digital documents with your clients in order to run your business efficiently in this digital world.

My CPA Dashboard Client Portal Software provides the following features for you

Document Sharing

Official work requires collaboration in work. Sharing function vary by service. My CPA Dashboard services allow users to share files with any other user in multiple ways, i.e via direct link and email.

Library of Standard Forms

Our library of standard forms allow users to select a prebuilt forms for your work. We’ve enlisted various official document templates for your ease.

Access to Secured Information

You ought to be able to ensure your records with a password, especially while accessing from a mobile device to ensure various degrees of access for different users.

Dashboard Interface

We’ve built an eye catching dashboard interface. Your dashboard will be your welcome screen and your main control panel to keep tract and control all your activities.

Loss Prevention

My CPA Dashboard portal comes with Auto save option in order to protect your data. It is a basic utility of any cloud service. If your data is lost, our 24/7 team helps you to retrieve your data.

Automatic Updates

Our team works 24/7 to give you the best experience. You will get automatic updates in regular intervals for the improvement of your interaction with My CPA dashboard.



We invest a lot on the sustainability of our services. My CPA Dashboard servers are energy efficient and we respect the environmental factors.