Customer Portal
Software for Accountants Providing Tax Services

When your clients engage with your business online, they don’t want to feel like just another visitor. Taxpayers share highly personal information with their accountants, and they want to feel like they’re receiving secure and personal service—starting the moment they enter your client portal.

In addition to letting customers upload documents and send messages, TaxGlobal’s client portal software for accountants can make customers feel more connected to your brand. 

Know more

Enjoy a secure CPA client portal
with TaxGlobal

  • Get a top-level view of your business in one dashboard

    Traditionally, building relationships with clients online required multiple pieces of software. Enter TaxGlobal, an all-in-one tax platform that allows you to manage all aspects of the customer experience from one place. Your client portal is one of the primary places where you’ll interact with customers, keep them organized, and access their information on the fly. TaxGlobal wants to feel like a digital home away from home.

  • Track all your leads and their
    current statuses

    Many accounting firms must rely on marketing solutions to build customer connections. With TaxGlobal, you have the full power of marketing right from your client portal. Our lead generation capabilities help you attract customers, and our many features help you keep them! Through your personal dashboard, you can even see deal values to tailor additional correspondence accordingly.

  • Send invoices and important
    documents easily

    Using the tax client portal, you can invoice or send key documents directly to clients’ private messages. With bank-level security supporting every transaction, you and your customers can rest assured that confidential financial information remains secure. The TaxGlobal dashboard also enables you to view the status of every invoice in real-time, so all payments are up to date.

  • Connect with more clients
    looking for your expertise 

    TaxGlobal was created to connect taxpayers with accountants whose expertise meets their needs. TaxGlobal’s client portal streamlines marketing and lead generation into one place. With the easy-to-use TaxGlobal, CPAs can market directly to customers, move qualified leads through the funnel, and onboard new clients.

See why TaxGlobal’s client portal is loved by our users

Tax professionals around the country have made TaxGlobal their preferred
accounting management platform:
  • *****
    The beauty of TaxGlobal lies in its ability to consolidate everything onto a single platform. Previously, I relied on multiple systems, tools, and services to run my practice. Now, I can manage it all through TaxGlobal. From marketing and generating leads to communicating with clients and providing services, TaxGlobal makes everything seamless.
    Kinjal Buch, CPA
  • *****
    As a new firm owner, who has just got into the business of providing tax and accounting services, my number one problem has been getting good leads, which has been solved very efficiently by signing up on TaxGlobal’s platform, as most users on the platform are looking for service providers like me. Also, Taby has become my go-to research tool for all my tax and accounting research.
    Kevin P, CPA
  • *****
    Finding and retaining top talent has always been a major challenge for me. TaxGlobal's extended team made it easy and efficient to find top-tier talent. The best part is their flexible engagement models, which allow me to scale my operations based on my seasonal business needs.
    Brian Jackson, CPA

Get started with our accountant customer
portal in a few steps

  • Step 1

    Register your
    TaxGlobal account

    First, you’ll just need to complete a brief onboarding process to register your account. This helps us understand your specific expertise so we can better serve your business outcomes. You’ll have access to the client portal once you’re all set up.
  • Step 2

    Get accustomed to the
    customer portal software

    Once you have access, you can take a look through our client portal. Here, you’ll find a broad overview of your dealings and tabs for current customers, leads, messages, file storage, and invoicing. You’ll always be aware of your connections, their deal values, their stage in your sales funnel, and the status of their bills. Truly a treasure trove of features for your practice!
  • Step 3

    Start doing business
    with TaxGlobal

    Now, all that’s left to do is to start using TaxGlobal’s features to their full potential! We’ll help you match with individuals and businesses to start gathering leads and fostering relationships. You can use the customer portal to message them, share documents, and send invoices when services have been rendered. Easy as that!

Here’s what TaxGlobal’s accounting
customer portal software can do for you

  • Benefit from a full-service tax
    customer portal

    No longer must a CPA invest in several pieces of software to run their business. Using our accounting firm customer portal means tying together all the features that TaxGlobal offers into one consolidated place. The mission of TaxGlobal is simple: you’ll never need to leave our platform to manage your CPA practice.

  • Maintain deep connections
    with your clients

    You don’t want warm leads going cold, and you don’t want happy clients waiting for your response. With our client dashboard, you won’t need to worry about either. You’ll receive notifications for every message you receive, and you can easily chat with multiple clients at one time using the messaging features in the portal.

  • Facilitate the processes that keep
    your business running

    If there’s one thing any CPA values, it’s saving valuable resources throughout their day, and time is money. TaxGlobal helps streamline every aspect of your business that keeps the lights on, including document management and billing features.
     Organize client paperwork and ensure you always know which payments you’ve received—and which clients need a gentle reminder.

FAQs about TaxGlobal
customer portal

  • What is client portal software?

    Client portal software serves as a platform that enables businesses to communicate with clients, share contracts and invoices, manage tasks and project work, and upload files. TaxGlobal offers all of this functionality as a part of our full-service platform.

  • How does TaxGlobal function as accounting client portal software?

    TaxGlobal is at the heart of your business, making it easier to put energy into the day-to-day aspects of running an accounting practice—without losing the time and quality you put into customer service. Through TaxGlobal, you can connect with new customers while invoicing existing clients, find team members to take the load off administrative tasks, and network with peers.

  • What is the difference between a client portal and a CRM?

    While a client portal and a CRM are both essential to running your business, they have distinct roles in driving success. Typically, a client portal offers you a way to interact with customers through tasks like sending messages and invoices. A CRM is primarily a resource for internal teams to boost customer engagement and nurture leads. Fortunately, TaxGlobal offers a client portal and CRM, all in one platform.

  • Is the TaxGlobal client portal secure?

    TaxGlobal is built on Amazon Web Services (AWS), a platform that offers such a high level of security that even world governments trust it to safeguard their data. Leading financial institutions also rely on AWS to protect customers’ confidential financial information, making it an ideal resource for TaxGlobal users. The client portal’s document storage and invoicing features are absolutely secure.

  • How do I get started with TaxGlobal?

    Browse our subscription plans and sign up on the TaxGlobal website. Any questions? Feel free to contact us at info@taxglobal.com.

Check out the other features of our
full-service platform

Register for TaxGlobal
today and start building your client base

TaxGlobal provides a one-stop-shop for connecting with customers through efficient customer portal software for accountants providing tax services.

TaxGlobal puts sophisticated AI technology in the service of your business. Using our client portal, you can receive all your new clients with grace and keep tabs on all your dealings on the platform. See how TaxGlobal can streamline your tax business today!
Register now