Improve your firm’s brand. Connect with your clients digitally.

Our integrated 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.

Our Latest Features


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.

WorkSpace Portal

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.

WorkSpace Portal

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.

WorkSpace Portal

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.

Additional Features


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.

WorkSpace Portal

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.

WorkSpace Portal

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.

WorkSpace Portal

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

WorkSpace Portal

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.

WorkSpace Portal

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

WorkSpace Portal

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

WorkSpace Portal

100% Custom Branding
Clients will see your logo and tagline when they log in which helps extend your branding and marketing messages.

WorkSpace Portal

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

WorkSpace Portal

Custom Email Marketing
Choose from templates or use your own HTML to send your clients informative marketing emails.

WorkSpace Portal

Simple Administration
Give a staff member access, send a quick message to a client or upload a new file from the road, it’s easy with our online admin panel.

E-signature Features

Multiple parties can be specified as signers on a single document. eSignature accommodates dependents and alternate contacts  who share a single email address. Multiple signers are setup to sign in order. Intermediate document versions are generated after each signature. Merge fields allows you to populate areas using the data from within WorkSpace. The text merges into the document before sending. A reusable template combines a document with signature fields, date fields, initial fields, print fields, and merge fields. An administrator sets up the template once, and users may send it repeatedly. Need to send an engagement letter to multiple clients or a subset of multiple clients? Choose a Form Letter Template and choose your clients with our client selection filters. An email is sent to the sender and all signers when a document is completed. A copy of the completed document is sent to all parties involved. A copy of the document is also automatically downloaded into WorkSpace if you choose to.

Document Trail
Every document includes an eSignature Document Trail with court-admissible validity data, including the audit log and each party’s name, email, signature, IP address, and other identity information.

Knowledge Based Authentication
You can set up knowledge based authentication as part of the signing process. Each signer will then have to pass those requirements before being allowed to access the document. Knowledge based authentication results are included in the document trail for an audit of identity verification.



We have recognized the major requirements that constitutes a valid electronically signed document, which are:

  • Intent to sign – Electronic signatures are only valid if the signer had intent to sign
  • Logical Association – ESIGN Act and UETA specifies that a valid electronic signature must be logically associated with the document by the person with the intent to sign.
  • Consent to electronic records – Records are stored electronically and available for all involved parties.


We adhere to the current IRS Electronic Signature Guidance which states,

The software must record the following data:

  • Digital image of the signed form;
  • Date and time of the signature;
  • Taxpayer’s computer IP address (Remote transaction only);
  • Taxpayer’s login identification – user name (Remote transaction only);
  • Identity verification: taxpayer’s knowledge based authentication passed results and for in person transactions, confirmation that government picture identification has been verified;
  • Method used to sign the record,(e.g., typed name); or a system log; or other audit trail that reflects the completion of the electronic signature process by the signer.


The datacenter for WorkSpace™ Portal is maintained by Rackspace Hosting which has completed an examination in conformity with Statement on Auditing Standards No. 70 (SAS 70 Type II and SOC II). WorkSpace™ Portal uses 256 bit encryption using HTTPS secure protocol and is also FINRA and HIPPA compliant. Completion of the examinations indicates that selected Rackspace’s processes, procedures and controls have been formally evaluated and tested by an independent accounting and auditing firm. The examination included the company’s controls related to security monitoring, change management, service delivery, support services, backup and environmental controls, logical and physical access. SAS 70 is designated by the U.S. Securities and Exchange Commission (SEC) as an acceptable method for a user organization’s management to obtain assurance about service organization’s internal controls without conducting separate assessments. A service auditor’s examination performed in accordance with SAS No. 70 (SAS 70 Audit) is widely recognized, because it represents that a service organization has been through an in- depth audit of their control objectives and control activities, which often include controls over information technology and related processes. A Type II report not only includes the service organization’s description of controls, but also includes detailed testing of the design and operating effectiveness of the service organization’s controls. Extended Validation displays the green verified address bar in end user browsers. Our effective challenge response meets the IRS standards against web site attacks from malicious bots by using failed login lockout standards. In addition, we maintain physical, electronic and procedural safeguards that comply with applicable law and federal standards.  See our Privacy Policy for more information.


There’s no need to create an account to sign in. Signers just need to access their email on an internet connected device. eSignature is platform independent product viewable with leading  web browsers.

Your client will need: Nearly any internet browser.  We support Internet Explorer 9.0+, Firefox 3.6+, Google Chrome 16.0+ and Safari 3+. Internet Explorer 10+ is required for large file uploads.
You will need: Office Tools Professional 2009.039 or newer, a local email client (Outlook etc..) and a modern updated internet browser such as Internet Explorer 9.0+, Google Chrome 16.0+, Mozilla Firefox 5.0+ or Apple Safari 5.0+. The Tech stuff: Java, Java Scripting must be enabled, 256 encrypted browser setting with SSL 2.0 or 3.0 are required. Local Fire walls must allow SSL (https) communication and port 3306 must be opened for TCP.

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