Client Portal for Accountants — Built Into Your Website

We build a secure client portal right into your accounting firm’s website. Clients upload documents, access reports, and communicate with your team — all in one place.

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Trusted by 500+ small businesses

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Portfolio

See how we build client portal functionality into accounting firm websites.

How It Works

We build, integrate, and manage your client portal. No separate software required.

Step 1

Define Your Workflow

Tell us how you exchange documents with clients today. We design the portal around your existing process.

Step 2

We Build & Integrate

The portal is built into your website — branded, secure, and connected to your workflow.

Step 3

Client Onboarding

We help you set up client access and can create onboarding guides for your team.

Step 4

Ongoing Support

We maintain the portal, handle updates, and troubleshoot any issues.

What's Included

Everything Your CPA / Accounting Business Needs

Secure Document Exchange

Clients upload tax documents, W-2s, and financial statements through an encrypted portal. No more emailing sensitive files.

Branded Client Login

Clients log into a portal that matches your firm’s website design. It feels like your software, not a third-party tool.

Status Tracking

Clients can see the status of their filings, reviews, or consultations without calling your office.

Automated Notifications

Clients receive email alerts when documents are ready for review, when deadlines are approaching, or when action is needed.

Role-Based Access

Different access levels for different clients and team members. Control who sees what.

Who This Is For

Built for CPA / Accounting Professionals

Tax Firms During Filing Season

The document back-and-forth during tax season is overwhelming. A portal keeps everything organized and secure.

Advisory Firms Sharing Reports

Share financial reports, forecasts, and advisory deliverables through a branded portal instead of email.

Firms Replacing SharePoint or Dropbox

Generic file-sharing tools aren’t designed for client-facing use. A branded portal looks more professional and is easier for clients.

A 15-person tax firm was drowning in email attachments during filing season. We built a client portal into their website. Document collection time dropped by 50% and client satisfaction scores improved significantly.

CPA / Accounting Business Owner

50%

faster document collection

Faster document collection

Zero

email attachments

Zero email attachments

Happier

clients

Happier clients

Testimonials

What CPA / Accounting Professionals Say

Our clients love the portal. They log in, upload their docs, and check their filing status. It looks completely professional and Storebox manages everything.

Tax Firm Partner, Ohio

We replaced Dropbox with the portal Storebox built into our site. Clients actually use it now because it's simple.

Laura T., CPA, Denver, CO

Tax season used to mean hundreds of emails with attachments flying back and forth. Now clients just log in and upload everything. Document collection time dropped in half.

Mark D., Tax Firm Owner, Philadelphia, PA

Our older clients were struggling with the file-sharing tools we used before. The Storebox portal is so simple that even our least tech-savvy clients figured it out on their first try.

Advisory Firm Partner, Tampa, FL

The branded login page makes us look like we built custom software. Clients are impressed and we didn't spend a dime on development.

Sandra W., CPA, Charlotte, NC

We handle 300+ clients during filing season. The portal keeps everything organized by client, by tax year, by document type. It's been a lifesaver.

Operations Manager, Regional Tax Firm, Chicago, IL

About

Why Accounting Firms Need a Built-In Client Portal

Every accounting firm exchanges sensitive documents with clients. Most do it through email, Dropbox, or generic file-sharing tools that aren’t designed for the job. Email attachments get lost, Dropbox links expire, and clients complain about confusing login processes.

Storebox builds a secure, branded client portal directly into your website. Clients log in, upload tax documents, download reports, and track their filing status — all without leaving your site. The portal is encrypted, mobile-friendly, and managed entirely by our team.

There are no separate software subscriptions, no IT headaches, and no need to teach clients how to use complicated tools. We design the portal around your firm’s existing workflow, whether you’re a small tax practice handling seasonal filings or an advisory firm sharing monthly financial reports. And because Storebox manages all maintenance and updates, you never have to worry about security patches, broken links, or technical issues.

Your clients get a professional experience. You get fewer emails and faster document collection.

Frequently Asked Questions

Yes. All data is encrypted in transit and at rest. We follow industry-standard security practices to protect sensitive financial documents.

Yes, clients create a simple login. We can set this up for them or send automated invitations with login instructions.

Yes. Clients can upload W-2s, receipts, financial statements, and any other files through the portal.

No. The portal is built into your Storebox website. We manage the technical side — you just use it.

Yes. Role-based access means you control which documents and information each client can view.

The client portal is included as part of your Storebox plan. No separate subscription needed.

Give your clients a better experience. No extra software.

Secure. Branded. Managed by us.

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