CPA Client Portal Hero

Parent / Student Portal

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A Parent / Student Portal designed to streamline the school year!

Having a Parent / Student Portal is no longer optional. SuiteDash gives you an achievable and affordable option that organizes & streamlines secure communications with your school community.

PARENT / STUDENT PORTAL FOR PRIVATE & CHARTER SCHOOLS, ACADEMIES

Consider the importance of  implementing a Parent / Student Portal Software

Experience Easier, Customized School Management

How does a Client Portal like SuiteDash work for Private & Charter Schools?

More than just a portal software, SuiteDash gives schools and parents a secure and easy way to stay connected.
Go far beyond an average student information system to give your community a fully customizable experience.

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

CPA Accountant Client Portal

White Label Portal + Mobile App

Create YOUR School’s Portal + Mobile App

Our 100% White Label Web Portal + Mobile App Puts Your School First

Give parents the opportunity to be more active participants in their child’s learning with an easy-to-use mobile app for your school.

Your families will log in to YOUR portal via your URL and have a fully customized experience. Every interaction, including email, is perfectly customized for your school. 

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

Customer Portal for Accountants

Simple Client Login

Simplify parent communication

Allow parents access to find the information they need when they need it with a simple log-in.

Easily send emails, notifications, and messages directly from your portal. You can even connect text messaging notifications to get updates out quickly.

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

Client Portal Dashboard CPA Accounting

Custom Dashboards

Give Each Student a Custom Dashboard.

You decide what you share on your completely customizable dashboards. Parents only see information about their children. You can include progress, attendance, or any other information you want parents to see.

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

Secure File Transfer

Make Updating Forms Easy

Updating information just got a lot easier. Just assign a form! You’ll have everything you need at your fingertips to make and store the forms you need.

You can even create guided flows to help parents complete all the forms they need. They can upload files, add signatures, and more.

The system makes it easy to track and notify parents when new forms need to be completed, signed, or uploaded.

Accounting Portal

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

Branded Accounting Client Portal

Manage Enrollment and Tuition Payments

Manage enrollment for each classroom and level with customized circles. Automate invoicing, billing, and securely accept payments directly through your portal. You can even collect fees for lunches, yearbooks, or anything else that comes up throughout the year.

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

Stay Connected While Apart With Secure Photo + File Sharing

Stay Connected While Apart With Secure Photo + File Sharing

Engage your parent community by sharing more of what happens inside the classroom. Using the desktop or mobile app, you can easily upload photos or other files to secure folders and share updates anytime.

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

Mobile App CPA Firm

Enjoy The Flexibility of Fixed-Rate Pricing

Enjoy The Flexibility of Fixed-Rate Pricing

Rather than charging per child, like most classroom portals, we offer predictable, fixed-rate pricing. Your rate will never change because of your enrollment. Enjoy the flexibility of unlimited students.

Consolidate your workflows & save BIG on software costs

SuiteDash is the ultimate All-in-One Business Software multi-tool, perfect for small to medium-sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform 😎 Say goodbye to expensive & inefficient jumbles of “one-trick pony” software.

Automated CRM
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Onboarding
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Client Portal
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EXTREME White Label
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Digital Marketing
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Appointment Scheduling
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Digital Dynamic Proposals
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Billing + Packages
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Contracts & eSignature
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Project & Task Management
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Payments + Subscriptions
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File Exchange
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Learning Management (LMS)
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Support Tickets
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Interactive Community
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Secure Messaging
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