Built by Senior SRE Engineers from Upstart, Dynascale & Fortune 500 — 25 years of production SRE experience. Meet the team →

Book a demo of a portal you own

Tell us about your firm and we'll walk you through a sovereign, single-tenant CPA client portal — off-box keys, your own court-ready e-signature, and an auditor-ready trail. We follow up within 1 business day.

Tell us about your firm

Don't include client SSNs, EINs, or any taxpayer data in this form — it's a sales inquiry, not a secure channel. We'll set up your isolated portal before any sensitive data changes hands.

A portal you own

Single-tenant, off-box encryption keys, your own court-ready e-signature, and an immutable audit trail — on a dedicated box, not a shared SaaS database.

Quick response

We typically respond within 1 business day — a real engineer who has read your message, not an automated runaround.

Email us directly

Prefer email? Reach us at:

[email protected]

$99/month base includes 25 GB storage, plus $25 per CPA seat. No per-signature or per-integration fees.

See full pricing