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Use Cases

Run a modern financial services business.

Let clients login on your own website to share files, sign documents, make payments, send messages, and more.

CAPTERRA
G2 GROUP
GETAPP
SOFTWARE ADVICE

Over 1,000 companies — from solopreneurs to large firms — use Portal’s secure infrastructure

Trusted by 100s of accounting and bookkeeping firms

Financial service businesses succeed when they can provide clients the best customer experience. Using siloed tools that don't work well together makes this difficult.

Companies like eTaxBreaks, Integrated Finances, BizPro, and Morem Waller use Portal to

provide clients an experience that brings together communication, files-sharing, eSignatures, and billing in a unified streamlined portal.

Highlights
Most popular modules: Files & eSignatures, Billing, Intake Forms
QuickBooks integration
Trusted by 100+ virtual accounting firms

For critical issues, the response team will follow an iterative response process designed to investigate, contain the exploitation, remediate the vulnerability, and write post mortem and lessons learned documents.

 

Dean Mcrobie
Dean McRobie
CTO at CommonBond

All-in-one suite of modules for financial services

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