CPA Client Portal

Why are CPA’s, Tax Professionals and Bookkeepers Flocking to SuiteDash?

More than just CPA Client Portal Software, SuiteDash gives you built-in CRM, Secure File Sharing, Privacy Compliant Messaging, Invoicing, and even Email Marketing.

The Accounting Industry requires more than just a CRM. Accountants, CPAs, Tax Preparers and Bookkeepers require an All-In-One platform with the latest cloud technology and highest security to ensure their information and that of their Clients is safe and secure. Add to this a TOTAL White Labeled experience including secure client portals to promote your brand and professionalism. There are many features to help you with all aspects of your workflow including Automations, Email Marketing, Onboarding Prospects, Project Management and Client Nurturing and Offboarding.

Make your CPA Client Portal stand out from the crowd with White Labeling!

Boost efficiency by leveraging the power of All-in-One

Traditionally business owners had two options, pick a CRM and multiple software and hope for the best or take the expensive route and pay a programmer to create a system for you. Now you have a third option, SuiteDash which you can tailor to suit your own needs. Remove our branding and replace it with yours, hide what you don’t want to use and add bespoke Portal Pages for your Staff, Prospects and Clients. SuiteDash forms can be embedded onto your website and external URL’s can be embedded into your Portal Pages to create the ultimate CPA Client Portal experience

Want to take it even further? Use the Translations tool to change any word or phrase in your Portal to better suit your niche terminology and branding.

There is no limit to what you can build!

How can SuiteDash give you an amazing CPA Client Portal?

Yes, it is beautifully White Labeled for your Clients, but what can it do to improve efficiency among your team?

Powerful Appointment Scheduling including Zoom & Google Meet integration

Collect data with easily understood Tax Onboarding and Questionnaires with built in Conditional Logic

Create beautiful Proposal Templates for each type of Accounting relationship

Invoices and Subscriptions with linked Payment Gateways for online payments

Set up Project Generators to automate Task creation and assignment to your Staff and your Clients

Automate the creation of Personal Client Folders and Shared Folders

Use No-Code Automations to put your workflows on Autopilot!

Configure Drip Sequence Emails to nurture Contacts and keep Clients aware of tax deadlines

Build the “Operating System of your Organization”

We take CPA Client Portal Security and Privacy Seriously!

Data is encrypted using 256 bit encryption which is the same level of encryption used by financial institutions

HIPAA and GDPR Compliant SuiteDash maintains ongoing compliance with the U.S. Health Insurance Portability and Accountability Act (HIPAA) and GDPR, so it can process, maintain and store protected information for any entities restricted by these regulations.

By default, the platform is set in Privacy Mode which means that the actual content of messages is not included in email notifications sent outside the platform. Your clients will log into their secure CPA Client Portal in order to read and sign documents and view messages and information ensuring compliance with HIPAA and other Privacy Frameworks.

You can even send self-assessments and be confident it is safe and secure. Staff Roles are also provided with different access levels so you can ensure only authorized staff members are able to see sensitive information.

Yes, we treat SuiteDash like a Vault!