Share documents with your clients. Securely. Simply.
Client Data Solutions gives CPAs and tax preparers a branded client portal for exchanging documents, sending invoices, and collecting payments, all without per-user pricing or a cut of your revenue.
No credit card required · Up to 10 users during the trial
Why firms choose Client Data Solutions
Built for CPAs and tax preparers today, with lawyers, mortgage brokers, and other client-document businesses coming soon.
Low cost
Plans start at $9.99/month for your whole team. Spend your budget on your practice, not your software.
Simple to use
Your clients get a clean portal with no training required. Upload, review, and request documents in a couple of clicks.
Tier pricing, not per user
One flat price covers a whole range of users. Add staff and clients freely without watching a per-seat meter.
Free trial
Try everything free for 7 days with up to 10 users. No credit card required, convert whenever you're ready.
Encrypted storage
Documents are encrypted and stored securely in the cloud. Only you and your client can access them.
Client invoicing & payments
Send invoices alongside the documents and collect payment in person or online. We never take a cut. The only processing cost is Stripe's standard fee when clients pay online.
Your revenue stays yours. All of it.
Client Data Solutions is practice software, not a payment middleman. Your subscription is the only thing we ever charge. We take no percentage of your invoices, add no fees of our own, and your funds never pass through our hands. The only per-transaction cost you'll ever see is Stripe's standard processing fee on online payments, and that goes to Stripe, never to us.
Accept payment the way you already do
Record checks, cash, and other in-person payments against your invoices so every engagement stays reconciled. No processor required.
Or let clients pay online
Connect your own Stripe account and clients can pay invoices electronically. Funds settle directly from your client to your Stripe account. You pay only Stripe's standard processing fees, and none of it goes to us.
Your clients are waiting. Get your portal today.
Pick your own address, like yourfirm.clientdatasolutions.com, and be sharing documents with clients in minutes.
Start your free trial