Client- Portal Redefined

Protect your clients and your firm with secure file transfers without the cost of an IT department. Simple, secure and convenient, the ClientWhys Lockbox was built from the ground up to meet the specific needs of tax and accounting professionals. Better yet, our lockbox will help you comply with new regulations governing client privacy and email.

Create Unlimited Client Portals at the Same Price

Easy set up of contacts and client passwords with instant notification of new documents. Upload and share tax returns, financial documents and QuickBooks® files online. Purchase as a standalone or built into our website packages.

Secure Document Sharing

Our products provide the easiest and most secure way to transfer and share client confidential documents through our
web-based lockbox. Our data center is a premier SAS70 Type II Certified Data Provider. SSL security with 99% application uptime compliance with regulations such as state-level data encryption and privacy breech laws.

Large and in Charge

There are no file size limitations - send any file at any given time. Easily exchange files that email won't allow. Rest-assured that your documents are fully protected.

Send Messages

Our web-based application allows you to send sensitive data and documents, receive secure responses to your messages, prevent unauthorized use of confidential information and requires no software plug-ins.

Drag-and-Drop

Our unique drag-and-drop feature allows you to quickly load multiple files at a time. This feature alone can save time that could be spent elsewhere.

e-Signatures

You send. They sign. It's time and money saved. Cut costs related to sending, storing and managing engagement letters. Speeds up the signing process and reduces errors. Compliant with IRS electronic signature requirements for 7216 disclosures and more.

Collaboration Tools

Assign tasks and client notes. Simplify your project communications. Online collaboration made easy allows you to organize and share information more efficiently.

Streamline Appointment Setting

Our Online Appointment Tool allows website visitors to request open appointment time synched directly to your Google or Outlook Calendar. Set up your appointment types and hours and clients will see what times are available to them. When you confirm the appointment, the client will receive an ical attachment that they can quickly click on to add to their own calendar. Upgrade to Tax Reminders to send automated email, text and voice messages.

Lower No-Show Rates with Tax Reminders

The majority of practices spend too much time on routine phone calls. Time that was once spent dealing with appointment phone calls and messages can be shifted to revenue-generated appointments, leading to increased staff satisfaction while improving message deliverability and bringing greater convenience to your clients. ClientWhys Reminders is a loaded client messaging solution that allows practices to send clients personalized appointment and due date reminders by phone, text and email. And yes, even personalized Birthday wishes can be sent automatically. Tax Reminders is an Add-on Package to the Lockbox Product. A small usage charge is added to cover the SMS Text and Voice Messaging calls.

Built-in PDF Marketing Library

The marketing library includes over 40 PDF marketing brochures, web-based form-fill PDF tax organizers (4 versions), pre-written privacy policies and red flag disclosures, engaging client newsletters and much more.

Buy Separately or Included with a ClientWhys Website Package

Purchase as a standalone product and integrate into your own website or just upgrade to a ClientWhys Site and have it included in the monthly subscription.