CPA Client Portal Hero

CPA Client Portal


A CPA Client Portal designed to promote your brand!

Having a secure and easy to navigate Client Portal is no longer optional. SuiteDash gives you a SECURE, achievable and affordable CPA Client Portal option that is FULLY White Labeled and works the way YOU do.


A “Client friendly” and “Staff Friendly” 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.

Accountant / Tax Preparer’s Best Friend! SuiteDash has reduced the number of programs I needed to purchase. I was able to cancel $1500 worth of subscriptions. I moved from Dubsado to SuiteDash. I also canceled Tax Dome and ConvertKit.

~ Christian M. via G2 >> Read on G2

Man working inside CPA Accountant Client Portal

White Label Portal + Mobile App

100% White Label Web Portal + your own White Label Mobile App

Far beyond a ‘cookie cutter’ branded experience. Your Clients will login to your Portal via your URL & a fully customizable experience, every email notification they receive will be perfectly branded, and they can even install YOUR branded mobile app on their tablets & phones.


Software for CPA Accounting Firm - Login Portal for Clients

So far it has been an exceptional experience. They are extremely helpful and extremely responsive to everything I send them. The product is doing exactly what I want it to do and with the projected updates are highly anticipated.

~ Chief M. via Capterra >> Read on Capterra

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!

Showing White Labeled Customer Portal for Accountants

Simple Client Login

Custom Login Page at your Custom URL

The login to the Client Portal is very simple, password resets are self-serve, and if that’s too much, “Magic Login” lets your Clients securely bypass the need for a password completely.


Client Login Dashboard Portal

I love the fact that SuiteDash provides a complete solution for managing every step of a client-based business. I don’t have to use multiple tools to handle invoicing, project management, file sharing, client communication, feedback cycle etc.

~ Nafiur R. via Capterra >> Read on Capterra

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”

CPA demonstrating Client Portal to his Accounting Client

Custom Dashboards

Use Dynamic Data for a customized experience.

Each Client will see their info/status/data. Start the ball rolling with pre-built Dashboards and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget.


Software Portal Dashboard for CPA or Bookkeeper

I really like how it is an all-in-one platform that can handle many of the tasks that you would normally need separate tools to do the same job. The CRM is really handy for managing my contacts all in one place as well as being able to manage the contacts projects and tasks all in the same dashboard.

~ Sharpened P. via G2 >> Read on G2

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!

Secure File Transfer

Sending and sharing files has never been easier.

Log in, upload files, done! You and your Clients only need to drop files into a folder to share.


How to create a Client Portal for Accountant / CPA

Client Portal displayed on Laptop

I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don’t ‘talk’ to each other. With SuiteDash, I spend less time managing and more time doing.

~ Ken I. via Capterra >> Read on Capterra

Showing Branded CPA Client Portal

“Fool Proof” File Requests

Safely request files with minimal friction.

File Requests are a no-brainer. Your Client just clicks a link and doesn’t even need to log in.


CPA Client Portal Software

It creates a great customer interface — through multiple channels — email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well.

~ Spencer J. via Capterra >> Read on Capterra

“Hack Proof” Messaging

Communicate with your Clients in the most secure way possible.

Protect sensitive information using the industry-best practice of Secure Messaging.

Tax Prep Dashboard

We appreciate all the tools it includes (apps), it’s a one stop app that replaces many others. And replaces them well. A very complete app to manage client’s, proposals, contracts, billing, invoices, communications, project management, tasks, etc.

~ Alex C. via Capterra >> Read on Capterra

CPA Accounting Client Portal

White Label Mobile App

Give your Clients the full White Label experience.

Proudly present your very own custom mobile app to install on your Client’s Apple or Android device.