The best white labeled client portals for accountants

White-labeled, loginless client portals

The client portal is branded to your firm, with your logo, colors, custom domain, and favicon, so your client lands in something that feels like a natural extension of your practice, not another vendor tool they have to figure out.

Stop chasing clients for tax documents

The slowest part of tax season is waiting on clients. LaunchBay shows each client exactly which documents they still owe you, then sends automated reminders and follow-ups so you're not the one chasing, nudging clients until every document is collected.

Secure file sharing, collected automatically

Clients upload bank statements, receipts, and prior-year returns through an encrypted portal, not email attachments. Request specific documents with an automated checklist, and every file stays tied to the right engagement.

Keep clients and your team updated automatically

Clients see a real-time Progress Tracker in their portal, so they always know where their return or engagement stands. Behind the scenes, your team gets reporting across every client, so blockers, bottlenecks, and delays surface before tax season gets tight.

A template for every engagement type

Individual returns, business returns, bookkeeping: build the document checklist and portal structure once per engagement type, and reuse it for every new client.