For accounting firms
Client Portal for Bookkeepers
Stop chasing client documents over email. ProjectSend Cloud gives independent bookkeepers a branded, secure client portal - free to start, no per-client fees.
For accounting firms
3 guides from the team behind ProjectSend.
For accounting firms
Client Portal for Accounting Firms
A client portal gives your accounting firm a branded, auditable channel to collect tax documents and deliver returns — no more chasing files by email.
For accounting firms
How Tax Preparers Collect Client Docs
A practical guide for tax preparers on requesting W-2s, 1099s, and client records through a secure portal -- no email attachments, no chasing.