Secure client portal for tax and accounting firms
The client portal for tax firms
Collect documents securely, keep every return moving, and give clients a branded portal that answers "where's my refund?" before they call.
Built for small and mid-size firms. Your clients use it free.
- Encrypted at rest
- AES-256 on SSNs
- Expiring download links
- Clients use it free
- Invite-only
Document exchange
Secure document exchange, not email attachments
W-2s, 1099s, and IDs do not belong in inboxes. Every client gets a private, encrypted place to send you documents, and you send finished returns back the same way.
- Encrypted at rest; SSNs get an extra AES-256 layer
- Two-way, with full version history
- Request a document in one click, with a clear status on each file
Return status
Clients see their return status, so they stop calling
Every return moves through clear stages, from gathering documents to filed and accepted. Clients check progress themselves instead of calling the office in April.
- A visible pipeline from documents to filed and accepted
- Automatic deadline reminders and notifications
- Fewer status calls during the busiest weeks
Your brand
Your brand on the client experience
Your firm gets its own client login link with your logo and colors. Put a Client portal button on your website and clients land on a page that looks like you, not like someone else's software.
- A branded client login link you can embed on your own site
- Your logo and brand color across the client experience
- Invite-only: clients come in through you, no public signup
How it works
Firms are usually up and running in an afternoon.
- 01
Create your portal
Sign up, add your logo and brand color, and get your firm's own client login link.
- 02
Invite your clients
Send invites from the portal. Clients sign in through your branded link into a simple, secure workspace.
- 03
Run tax season in one place
Exchange documents, track every return through its stages, and message clients where the work lives.
Questions tax firms ask
How do tax firms collect client documents securely?
The short answer: not over email. Email attachments sit unencrypted in inboxes and get forwarded beyond your control. A client portal like FairFyn gives each client a private upload space where files are encrypted at rest, validated on upload, and visible only to that client and your team. You get an audit trail instead of an inbox search.
Can my clients see the status of their tax return?
Yes. Every return moves through clear stages, from gathering documents through filed and accepted, and clients see the current stage in their portal. Status questions answer themselves, and your phone rings less in April.
Do my clients have to pay for the portal?
No. Your firm subscribes to FairFyn; your clients always use it free, with no account fees and nothing to install. They sign in from any browser.
Can I keep my own firm branding?
Yes. You get a firm-specific client login link that carries your logo and brand color, and you can link to it directly from your own website. Clients experience your firm, with FairFyn running underneath.
What does switching from email look like?
Invite your clients from the portal and they get a secure account tied to your firm. From then on, requests, uploads, returns, and messages happen in one place. Most firms switch a client list over in a day.
Is FairFyn a TaxDome alternative?
Yes, for firms that want a clean client portal without a full practice-management platform. FairFyn covers secure document exchange, return status, branded client access, and messaging. It does not try to run your billing, workflows, or proposals, so if the portal is the part you actually need, it is simpler to set up and simpler for clients to use.
How do clients send tax documents securely?
Each client gets a private, encrypted upload space in your firm's portal, reached through a branded link. They add their W-2s, 1099s, and IDs from any browser, with nothing to install. Files are encrypted at rest and visible only to that client and your team, with an audit trail on every upload.
Can I put my own logo and colors on the portal?
Yes. In your firm settings you add your logo and brand color, and you get a client login link that carries them. You can place a client portal button on your own website that points to it, so clients experience your firm with FairFyn running underneath.
Is emailing tax documents safe?
No. Email attachments travel and sit unencrypted, get forwarded, and linger in inboxes long after filing, which is the kind of exposure IRS Publication 4557 asks preparers to avoid. A dedicated portal keeps documents encrypted and access-checked in one place instead of scattered across email threads.
How long does setup take?
About an afternoon. You add your branding, invite your clients, and start exchanging documents the same day. There is nothing to install, and clients sign in from any browser.
Give your clients a better tax season
Secure documents, visible progress, and your brand front and center. Set up your firm's portal today.