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The best white labeled client portals for accountants
Give clients one branded place to submit tax documents, sign engagement letters, and stay in the loop, without adding another login to their day.
Powering 20,000+ client portals every month
Everything a client needs, in one branded portal
Every tax document, one inbox
Bank statements, receipts, and prior returns land in the portal instead of a dozen separate email attachments.
No account, no password
Clients open their portal through a secure magic link, no login to set up or forget.
The same request list, every engagement
Build your document checklist once per engagement type and reuse it every tax season.
A portal built around how clients actually work with you
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"LaunchBay client portals give us a level of credibility our competitors don't have. Our biggest clients have started referring even bigger clients, and it's a direct result of our client portal experience."
Mariah Gates
Accelerated Automation
Keep exploring LaunchBay's features
Unified Inbox
Manage every client conversation from one inbox. Internal notes, @mentions, and client-facing messages all tied to the right project.
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Automations
Pair your portals with automated workflows that trigger tasks, messages, and follow-ups when deals close or milestones are reached.
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Templates
Turn onboarding processes into reusable templates and ensure your team's A-game is brought every time.
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Frequently Asked Questions (FAQs)
How is this different from emailing clients a document checklist?
The checklist lives in the portal with reminders built in. Clients see exactly what's outstanding, and you see status without following up manually.
Can clients sign engagement letters through the portal?
Yes, e-signature is built in. Send the engagement letter and collect the signature in the same place clients submit their tax documents.
Does this replace QuickBooks or Xero?
No. LaunchBay is the client-facing layer that sits alongside your accounting software, not a replacement for it.
Do clients need an account to access their portal?
No. Access is through a secure magic link. Password protection is available on Premium if your firm needs it.
Can we reuse the same document request list every tax season?
Yes. Save your document checklist as a template per engagement type (individual returns, business returns, bookkeeping) and apply it to every new client.
