Simplify document collection and client collaboration
Manage document requests, client communication and workflow progress in one modern portal built for accounting firms and professional service teams.
Built for modern client collaboration
Manage document workflows, communication and approvals from one centralized workspace.
Get a complete overview of client activity
Track pending requests, overdue documents and workflow progress across all reporting periods from one centralized dashboard.
Give clients a clear overview of workflow progress
Clients can instantly see reporting period statuses, missing documents, deadlines and workflow progress from one centralized portal.
Collaborate directly inside reporting periods
Keep communication connected to client workflows with comments and updates directly inside reporting periods.
Discuss requests directly where work happens
Comment directly on document requests to clarify missing files, approvals and workflow changes without losing context.
Stay informed with real-time notifications
Receive email and in-app notifications for uploads, comments, approvals and workflow updates.
Built with security and tenant isolation in mind
DocuPortal is designed to help firms manage sensitive client documents securely and with clear access boundaries.
Separate environment for each firm
Every firm has its own isolated workspace. Data and access are never shared between organizations.
Multi-factor authentication
Optional MFA support helps protect internal and client accounts from unauthorized access.
Audit logging
Track important actions across the platform with detailed audit logs and activity history.
Powered by Microsoft Azure
The platform runs on Microsoft Azure with encrypted storage, secure communication and modern authentication.
Simple pricing based on clients and storage
All plans include the core client portal, document workflows, notifications, comments and MFA support.
For smaller firms managing a limited number of clients.
- • Up to 5 clients
- • 5 GB secure storage
- • Client portal access
- • Workflow comments
- • Email & in-app notifications
- • MFA support
For growing teams that need more capacity and audit visibility.
- • Up to 20 clients
- • 50 GB secure storage
- • Client portal access
- • Workflow comments
- • Email & in-app notifications
- • MFA support
- • Audit logs
For larger firms managing more clients and higher document volume.
- • Up to 40 clients
- • 200 GB secure storage
- • Client portal access
- • Workflow comments
- • Email & in-app notifications
- • MFA support
- • Audit logs
Request access or schedule a demo
Interested in DocuPortal for your firm? Send us a message and we'll get back to you shortly.