Every product, one login
Tax, Portal, CRM, GetCovered, Invoice, Sign, Documents and Webinar open from the same account.
For your business
From the first hello to the paid invoice.
Tax firms, insurance agencies and small businesses do different work for the same kind of client: someone who trusts them. Follow one client through each.
One sign-up for every product · English, Spanish and Hindi · Built to HIPAA’s standard
Follow one client
Pick the kind of work you do.
Each office uses a different set of products. The client only ever sees one account.
A tax firm: Maria’s return, from W-2 to paid.
Federal returns plus every state and DC, for tax years 2025 and 2026, from the IRS’s own figures. You prepare; Maria views, uploads and signs.
- Invite and uploadMaria gets a link and sends her W-2 from her phone.Portal
- Prepare the returnFederal and her state, from the IRS’s own figures.Tax
- She signs Form 8879On her phone, filed with her return.Sign
- You get paidAn invoice with a pay link, and a receipt when it clears.Invoice
IRS e-file Coming
Photo · a preparer with a client
Your documents · MariaPortal
Photo of W-2
ReceivedLast year’s returnReceived
Photo IDWaiting
Filed on2026 return
2026 return · Maria LopezTax
Wages (W-2)$48,200
Standard deduction, single$16,100
Federal tax withheld$4,870
Estimated refund$1,284
Form 8879 · Maria LopezSign
IRS e-file signature authorization
Taxpayer’s signatureDate
Maria Lopez Signed · 27 Sep 2026Invoice INV-1043Invoice
2026 tax preparation$350.00
State return$100.00
Total$450.00
ReceiptSent to Maria
StatusPaid
An insurance agency: Ana’s plan, from quote to renewal.
Real plans and prices by state and income. You enroll her, check the details, and her plan waits in her own account.
- Quote a planReal plans and prices for her state and income.GetCovered
- Enroll herDetails read from the exchange’s PDF, checked by you.GetCovered
- Her plan, in her PortalPlan, documents and renewal date, in the language she reads.Portal
- Renewal, on your listA task arrives before the date does.CRM
Hosting an open enrollment Q&A? Webinar runs it live.
Photo · an agent on a call
Plans for Ana PatelGetCovered
By state and income · plans and prices from HealthCare.gov
Silver 94
Premium $38 a monthChosen
Premium $38 a monthChosen
Enrollment · Ana PatelGetCovered
Read from the exchange’s PDF · checked by you
PlanSilver 94✓
Premium$38 a month✓
Renews1 Jan 2027✓
StatusEnrolled
Welcome back, AnaPortal
Your health plan Silver 94 · Active
Plan documentsIn your account
Messages from your agent1 new
Follow-upsCRM
Renewal review · Ana PatelBefore 1 Jan 2027
Send tax checklist · Maria LopezTomorrow
Call John about renewalToday
Collect signed formDone
A small business: Garcia Bakery, from first record to paid.
A bookkeeper’s week with one new client. The record, the agreement, the proposal and the bill, without leaving the office.
- Keep the client bookDetails, notes and follow-ups in one record.CRM
- Send the agreementSigned and filed without printing a page.Sign
- Write the proposalLetters, proposals and reports, drafted with you.Documents
- Bill and get paidInvoices, reminders and receipts.Invoice
Bring your client list across from a spreadsheet (CSV).
Photo · a shop owner at the counter
ClientsCRM
Garcia BakeryNew
John Doe · ConsultingActive
R. OkaforActive
Next for Garcia BakerySend the service agreement
Service agreement · Garcia BakerySign
Agreement for bookkeeping services
Client signatureDate
L. Garcia Signed · 27 Sep 2026Proposal · Garcia BakeryDocuments
Draft · written with you
A year of bookkeeping, one monthly fee.
StatusReady to send
Invoice · Garcia BakeryInvoice
Bookkeeping · first month$450.00
Total$450.00
ReminderSent
ReceiptSent
StatusPaid
Admin view · Client view
See exactly what your client sees.
One switch turns Maria’s record into Maria’s screen. The same record, two ways of looking at it.
- Read-only. Nothing can be changed from the client view.
- Audited. Every look is recorded.
- Before they sign in. See it even before the client has a login.
- Your notes stay yours. Notes and follow-ups never cross to the client’s side.
CRM · being built now
Maria LopezCRM
ServicesTax · 2026 returnReady to sign
Health plan · Silver 94Active · $38/mo
Invoice INV-1043$450.00 · Due
NotePrefers Spanish. Call after 5 pm.
Follow-up · send tax checklistTomorrow
Portal loginNot yet · invite by link
Languages
In the language your client reads.
English, Spanish and Hindi. The client chooses, and their Portal reads in it: the plan, the return, the buttons. Try it.
Welcome back, AnaPortal
Your health plan Silver 94 · Active
Your 2026 tax returnReady to sign
Messages from your agent1 new
Sign now
In every office
Different work. The same care underneath.
Locked under its own key
Health records and tax records are each locked under their own key, and no staff role can open them.
Clients without an email
Keep a client before they have an email address, and invite them to take over their account later.
Whichever office you run, open it in an afternoon.
One sign-up opens every product. Bring your clients when you’re ready.
Examples shown are illustrative