myportal.team
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Submitted URL: http://myportal.team/
Effective URL: https://myportal.team/
Submission: On November 04 via manual from US — Scanned from US
Effective URL: https://myportal.team/
Submission: On November 04 via manual from US — Scanned from US
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Text Content
* Start * How it works * Features * Pricing * About us * Our users Setup Demo ✕ The easiest way to manage your complex engagements * An Internal Active User is a Firm user that logs in during a month Built for Features How it works Per Internal Active User* $ How our pricing works 24 /mo What our clients say Audit Pricing that scales with your business Tax Advisory Consulting Secure File Sharing, Tracking, and Workflow 99 + % UP TIME 3 HELP RESPONSE TIME in minutes (median) 15000 + USERS 256 BIT AES ENCRYPTION HOW IT WORKS THE MYPORTAL PLATFORM SIMPLIFY THE CLIENT REQUEST PROCESS THROUGH A EASY-TO-USE SECURE PORTAL. -------------------------------------------------------------------------------- * Branded to fit your Firm * Designed to fit your workflow * A better client experience CREATE REQUESTS Convert your request list into a web-based platform. INVITE USERS Assign tasks and add due dates. MONITOR STATUS Track progress at any level in real-time. COMMUNICATE Collaborate on one shared platform. FEATURES TRANSFORM HOW YOUR TEAMS WORK LEARN THE DIFFERENCE OF A PURPOSE BUILT PLATFORM REQUEST DOCUMENTS, MANAGE USERS, APPROVE DOCUMENTS, AND COMMUNICATE IN ONE PLATFORM. -------------------------------------------------------------------------------- * No limits on documents, file size, client users, or engagements * Custom branding and URL * 360-degree transparency * Manage private documents -------------------------------------------------------------------------------- See all features SEE THE BIG PICTURE See the real-time status of every project through dynamic dashboards. -------------------------------------------------------------------------------- SMART NOTIFICATIONS Summary emails and instant notifications keep you up to speed. FIND WHAT MATTERS Search documents, requests. Use smart filters. Powerful search. -------------------------------------------------------------------------------- SECURITY AND COMPLIANCE From two-factor authentication to private requests, you have control over your environment. PRICING PRICING THAT MAKES SENSE GET STARTED WITH FOUR WEEKS FREE. FREE NO RISK FREE TRIAL. Imagine if your clients only had to provide information once. -------------------------------------------------------------------------------- Manage requests Built for how you work All features out of the box Improve remote work Control privacy Quick implementation See how easy it can be WORLD-CLASS SUPPORT Industry-leading human, self-serve, and proactive support. -------------------------------------------------------------------------------- Try for free $24/MO PER ACTIVE INTERNAL USER An active user is a Firm user that logs in during a month. -------------------------------------------------------------------------------- Unlimited storage Unlimited client users Training included Reporting Dynamic dashboards Admin controls Integrated support -------------------------------------------------------------------------------- ABOUT US DESIGNED BY CPAS FOR CPAS MANAGING 50, 100, OR 500+ REQUESTS REQUIRES TRANSPARENCY AND ACCOUNTABILITY. In 2012 we set out to solve the complex problem of managing the client request process. Before myPortal, we worked with Word, Excel, email, and web-based portals that became a dumping ground with little to no organization. myPortal simplifies the client request process by converting the request listing into a web-based list. Using automated workflow and centralized collaboration, we help users focus on what matters. TESTIMONIALS WHAT OUR USERS SAY HERE'S WHAT USERS SAY WHEN ASKED ABOUT THEIR EXPERIENCE. Client User MADILYNN DOBSON VP | BSA, COMPLIANCE AND INTERNAL CONTROL Thanks for being so easy to work with. Also, your portal is the BEST one I have ever used!. Firm User MARK CHOATE ASSURANCE MANAGER Thank you for helping make my life so much easier with myPortal. The thing is awesome and clients love it! TRUSTED BY SIMPLIFY YOUR LIFE * No Limits * Audit Trails * Smart Notifications * Workflow Approval * Roll Projects * Track Progress * Set Preferences * Export Data * SSL & Encryption * Integrated Help GET STARTED? Δ OUR ADDRESS 2222 S Utica Pl #200, Tulsa, OK 74114 BUSINESS HOURS Monday – Friday: 8AM — 5PM CST MORE INFORMATION * Privacy Policy * Security * Terms of Service * Contact Us * Features Listing OUR VISION We help CPA firms exceed client expectations. We’re changing the way service providers interact with firms and the way firms interact with clients. © 2022 myPortal.Team All Rights Reserved. * Terms of Service * Privacy policy Setup Demo We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.OkPrivacy policy