Connect with your clients digitally and improve your firm’s brand.

Our integrated Client Portal sends documents, accepts and processes payments, offers online scheduling for tax appointments, in lobby Kiosk Check-In, eSignatures processing, questionnaires and online time tracking.

eSignature Tool

Keep your client document requests and related processes streamlined with our new eSignature Tool, available for all WorkSpace™ Portal users! Built on the digital signature and IRS requirements, this fully integrated tool will combine workflow and document processing in a single click system. Your clients will enjoy the simple, safe and secure method of connecting digitally with your firm.

Online Appointment Request and Availability

With the new appointment request and availability section your clients can request an appointment online for a specific staff member of your team. This is especially great for Tax Interview appointments. Client appointments will be confirmed, by the firm, directly from the WorkSpace™ calendars section and communicated from WorkSpace™ Portal via email and text. Auto remind your client multiple times to ensure your client arrives on time.

Lobby Kiosk for Client Intake, Check-in and Questionnaire

Our Client Intake/Check-in System allows clients to change basic contact information right from WorkSpace™ Portal. Update from the firm’s lobby when checking-in at the reception area. No more clipboards and re-keying information. Add a simple customization tax questionnaire to the process for both lobby and online clients. All information automatically updates the WorkSpace™ software.

Online Firm Time Sheets

The new Online Time Sheets are great for those who need remote access to key-in their time for payroll or billing. Two time views, daily or weekly are available to streamline key punching. All time is synchronized within WorkSpace™ software for purposes of reporting, payroll and client billings. The new Online Staff Time Sheets adds new Mobile value to your firm. Your team will love it.

“It has changed our firm, it is just wonderful. Being able to know in the process where we are with tax returns, find the files, have good metrics about where we’re spending our time, and overall managing our practice has made a huge impact. We’re just thrilled.”

Julia Rhoads, EA, Sally Lindberg & Associates

Simplified Project Management

Workflow and projects can change daily, that’s why we set out to make project management simple yet flexible enough to cater to your ever changing needs all with the ease of a click.

Client Messaging

Clients can message you directly from WorkSpace™ Portal with any questions or concerns. Messaging is especially useful when missing additional information or documents.

Integrated Practice Management Features

WorkSpace form letters provide mass document signing for engagement letters. You can directly send and retrieve Multi-Party and Sequential signing documents like 8879’s inside WorkSpace and every completed document is automatically stored in our document storage system.

Meets all Compliance Requirements

Strict adherence to the eSign Act guidelines, including document trail requirements and complies with the IRS Knowledge Based Authentication.

Simple Administration and Secure

Every transaction is easily reviewed in our Manage dialogue with the ability to engage those who have not completed document signing. Using 256-bit encryption to ensure the confidentiality of transmitted data.

Integrated Practice Management

Sending documents and messages to clients within WorkSpace™ is simple and integrates with your daily workflow.

Invoices and Payments

Clients can easily pay without leaving your branded portal, increasing customer confidence.

100% Custom Branding

Clients will see your logo and tagline when they log in which helps extend your branding and marketing messages.