Secure Client Portal for Accountants

Features that put you in control of how staff, contractors, and clients interact — built from 25+ years of working exclusively with accounting and financial professionals.

Multi-firm membership support for firms with multiple entities
Administrator, staff, contractor, and client role tiers — distinct permission levels per role
User assignment — assign specific staff members to specific client accounts
Ethical walls — clients cannot see each other's files or accounts
Unlimited user accounts across all plans

You're one click away from users, files, and applications. See important user activity at a glance, go directly into any client's document folder, or access your website editor — all from the most powerful dashboard in the industry.

Real-time view of all recent file activity across all clients
Navigate directly into any client's document folder in one click
Access your CPA Site Solutions website editor from the same dashboard
Lightning-fast search across all documents
Detailed audit trails of every action taken

Unlike most document exchange solutions, FileVault allows your clients to sign in directly through your firm's website. Login forms are built into your CPA Site Solutions design — branded to your firm. Clients can also securely send files directly to your private folder using SecureSend, with no portal account required.

Branded portal login — embedded directly into your firm's website design
Clients use your firm's URL, not a third-party domain
SecureSend — clients upload directly to your private folder, zero login required
Customizable email notifications for every file received

Q. Do my clients need to create an account or remember a password to send me files?

A. No. FileVault includes a feature called SecureSend that allows your clients to upload files directly to your private folder from your firm's website — with no portal account or login required. This removes the most common barrier to client adoption: the friction of setting up yet another account. For clients who do have a portal account, they log in directly through your own website, not through a separate third-party app.

Q. How long does setup take? We're in the middle of tax season.

A. Most firms are live within 15 minutes. CPA Site Solutions uses a "Click, Pick, and Go" approach: you choose a template, your site and portal are pre-populated, and a dedicated advisor walks you through onboarding. You do not need to write copy, configure servers, or manage a developer. Your advisor handles the technical side. During the 60-day free trial, you can onboard existing clients to the portal at your own pace without any financial commitment.

Q. Can I control what my staff, contractors, and clients can each see and access?

A. Yes — this is one of FileVault's core differentiators. You can assign four distinct role tiers: administrator, staff, contractor, and client. Each role has its own permission level. Ethical walls ensure that clients can only see their own documents and cannot access other clients' files. You can also assign specific staff members to specific client accounts, so your team members only see the clients they are responsible for. This is not available in generic file sharing tools.

Q. What happens to our data if we decide to cancel?

A. CPA Site Solutions operates on a no-contract, month-to-month model. You are never locked in. If you cancel, you retain access through the end of the billing period. Your data is your data — you can download and export your files before the account closes. There are no cancellation penalties, no early termination fees, and no minimum commitment beyond the current billing month. The 60-day free trial means you can evaluate the product fully before any charge is made.

Q. Is the portal compliant with GLBA and SOX requirements?

A. Yes. FileVault was built within the frameworks of both the Gramm-Leach-Bliley Act (GLBA), which requires financial firms to safeguard client data, and the Sarbanes-Oxley Act (SOX), which governs financial recordkeeping integrity. The infrastructure is also SAS70 Type I and Type II certified — the independent audit standard for service organizations that handle financial data. You can reference these certifications directly when clients or compliance auditors ask about your data security practices.

Q. Am I locked into a long-term contract?

A. No. There are no contracts required for a CPA Site Solutions website. We operate on a Month-to-Month billing basis. We believe our ability to help you find and keep clients should be the reason you stay.

(800) 896-4500

The #1 Website Platform For Accountants For Over Two Decades

The Secure Client Portal Built for Accounting Firms

Exchange files with your clients easily and securely — through a portal built for accounting and financial professionals, with eleven layers of security, 2FA, and Sarbanes-Oxley and Gramm-Leach-Bliley compliance included.

✓ Drag-and-drop file upload — clients and staff✓ Ethical walls — clients never see each other's data✓ SecureSend — clients upload without a portal login✓ Unlimited user accounts across all plans

60-Day Free Trial • Trusted by 10,000+ Accounting Firms

Recognized By

Most accounting firms are using tools that were never built for them.

No compliance layer for financial firms.

Clients are still emailing you sensitive documents.

Controlling access for staff, clients, contractors is messy.

Exchange Files with Your Clients Easily and Securely

Accountant-Specific User Management

One Dashboard. Every Client. Every File. Every Action.

Clients Sign In Through Your Website — Not a Third-Party App

What Our Clients Have to Say About Us