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Client Portals for Accountants

Share QuickBooks documents securely with your clients
Send and receive accounting reports
Get notified when your client uploads documents
Keep clients separate - Each client has their own portal
Find documents, even PDF's, using Secure Document Search Engine


PortalsXpress provides the highest level of security for your clients' financial documents, making it easy for you to share information with each of your clients. Each portal is protected with up to 256-bit SSL encryption, the same level of security most banking sites use.

Unlike other solutions, you never need to send a password to your client. Our one-time invitation process allows the user to set their own password on the portal.

Enable search on your account to help you find documents fast. Search finds even hard to search documents, such as PDF's and scanned documents.


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Portal Branding: We'll brand your portal to include your company banner and colors from your website.

Portal Manager: We make it easy to create and manage individual portals.

File Downloads and Uploads: Your clients can download portal files and view documents using their web browser.

Email Alerts: PortalsXpress notifies you by email each time a client uploads files in their portal. You'll know the file name, when it was accessed, and by whom.

Print to PDF: You can print PDF output from any Windows application directly to a client's portal.

Security Padlocks: Make files read-only, manage secure access by groups, prevent accidental deletion, and more.

Customization: If one of our ready-to-use portal solutions doesn't quite fit your needs, we can build a custom portal solution to match your requirements.


Security and Reliability

Security is our number ONE priority. We do the following (and a lot more) to make sure your data is safe:
  • Full and incremental backups are performed nightly
  • All backups are encrypted
  • Encryption keys for backup retrieval are stored off-site in a secure facility
  • Backups are stored off-site in a secure facility separate from their keys
Read more about our security here.

Frequently Bought Together

Client Portals for Accountants
Secure Web Hosting
Secure Document Search Engine


Supported Platforms / Devices

Portal Administrators:
  • Windows XP / Vista / 7 / 8 / 10 or greater
  • A Pentium III 600 MHz (or higher) processor
  • 512MB RAM
  • 200MB free hard drive space
  • 1024x768 SVGA (or greater) display
  • High-speed Internet (256Kbps or greater)
  • Internet Explorer 9.x, Firefox 1.x, Google Chrome 32, Safari 4, Opera 8.x or higher
Apple Mac OS X coming soon!
Linux - call for details
Portal Users:

No software installation is required, all you need is a web browser.

Supported devices and browsers:
  • Windows XP / Vista/ 7 / 8 / 10 or greater
  • Mac OS X 10.6 or greater
  • Internet Explorer 9.x, Firefox 1.x, Google Chrome 32, Safari 4, Opera 8.x or higher
  • Linux
  • Apple iPhone / iPod / iPad
  • Android smartphones
  • Blackberry
  • Windows Mobile

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