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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.

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 * 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.

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 * No limits on documents, file size, client users, or engagements
 * Custom branding and URL
 * 360-degree transparency
 * Manage private documents

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See all features


SEE THE BIG PICTURE

See the real-time status of every project through dynamic dashboards.


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SMART NOTIFICATIONS

Summary emails and instant notifications keep you up to speed.


FIND WHAT MATTERS

Search documents, requests. Use smart filters. Powerful search.

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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