Launch a fully branded client portal under your own domain in under an hour. Secure document sharing, appointment booking, and client intake forms — all powered by your firm's identity.
No credit card required. Set up in minutes.
Built for accounting professionals, trusted by CPA firms
A complete client engagement platform that looks like you built it yourself.
A fully white-label portal under your own domain. Your logo, your colors, your brand — no OIC App branding visible to your clients.
End-to-end encrypted file sharing with your clients. Upload tax returns, financial statements, and sensitive documents with confidence.
Let clients book appointments directly through your portal. Calendar sync, automated reminders, and video meeting integration built in.
Customizable digital intake forms that replace paper. e-Signature support, automatic organization, and seamless data flow into your workflow.
Built-in messaging and notifications. Send updates, reminders, and communications through the portal — no more chasing clients via email.
Your portal is deployed and configured within minutes of signup. Custom domain, SSL certificate, database — everything handled for you.
No technical expertise required. We handle the infrastructure so you can focus on your clients.
Submit your firm details, brand assets, and preferred subdomain.
Choose your features: document sharing, booking, intake forms, and more.
We build, configure, and deploy your branded portal — SSL and all.
Your clients access your portal at your domain. You get the admin dashboard.
One flat fee. No hidden costs. No per-client charges.
Everything you need to launch your client portal
No credit card required. Cancel anytime.
Join forward-thinking CPA firms that are delivering a modern client experience — under their own brand, on their own terms.