Accounting & CPA Firms

Your Clients Expect a Secure, Organized, Professional Experience – But Your Current Process Feels Like a Paper Trail from 1999

If your firm is chasing down documents, re-explaining what to upload, or stuck in endless email threads… you’re not alone.

Clients want convenience. You want efficiency. But without a clean, centralized client portal that’s tailored to accounting workflows, you’re stuck wasting time, losing credibility, and burning out your team during tax season.

Every minute you spend looking for a file, clarifying instructions, or re-sending an invoice is time that could’ve been spent serving your best clients – or taking on more of them.

What’s Really Happening

  • Clients email documents one-by-one (or worse – forget them entirely)
  • Staff wastes hours chasing signatures and uploading files
  • There’s no checklist or portal to guide the client
  • Everything feels custom, manual, and messy
  • Your brand looks disorganized – and clients notice

You’ve invested in Zoho CRM, WorkDrive, Sign, Books… but without a portal tying it all together, you’re duct-taping your operations and hoping it holds.

Enter: ZPortals

ZPortals is your branded, all-in-one client portal that turns your Zoho tech stack into a seamless client experience – without writing a single line of code.

Here’s how CPA and tax firms use it:

  • Clients log in ONCE and see their personalized document checklist
  • Uploads go straight into Zoho WorkDrive, automatically sorted by client and year
  • Signed engagement letters are completed through Zoho Sign and stored in the portal
  • Task lists and status updates come from Zoho CRM, tied to the client record
  • Clients can pay invoices or view billing history via Zoho Books
  • Need a head start for next year? Clone last year’s doc list with one click

You can even allow secure two-way messaging, view-only permissions, or assign tasks – all within a portal that matches your branding, your structure, and your standards.

What Real Users Are Saying

What Real Users Are Saying

Proserv Admin

“This is exactly what we’ve been looking for! A universal portal that we can invite our users to and allow them to view their data and send us their documents. The support that I’ve received has been top notch as well. Highly recommend it to anyone wanting to build a fully customizable client portal.”
– Proserv Admin
Proserv Admin

“Z Portals is an excellent plugin and is perfect if you need a portal that goes beyond what Zoho offers in Books. The integrations are great and it is very customizable.”
– Heath Wilson

Why This Matters

  • You free up hours of admin time – every single week
  • You look more professional and polished to your clients
  • You reduce errors, delays, and repetitive communication
  • You finally take full advantage of the Zoho tools you’re already paying for

Whether you’re managing hundreds of tax files or helping business clients with monthly bookkeeping, ZPortals helps you get more done, in less time, with fewer headaches.

Your staff will thank you.
Your clients will notice.
Your bottom line will improve.

Try It FREE For 30 Days

Connect your Zoho apps. Launch your portal. Invite real clients. Watch how much smoother things get – fast.

No dev. No code. No friction.

Ready To Simplify Client Communication and Boost Your Productivity?

Book your demo

Book Your Demo

See exactly how ZPortals streamlines your workflow, enhances your client experience, and helps you close more deals - without the hassle. Our experts will personally walk you through it.

Schedule My Demo
Start your free trial

Start Your Free Trial

Prefer to dive right in? Try ZPortals risk-free for 30 days. No credit card, no confusion, no headaches. Just clear, measurable results.

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