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 digital payments — without per-user pricing.
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 & digital payments
Send invoices alongside the documents and let clients pay digitally — everything for the engagement in one place.
Your clients are waiting. Get your portal today.
Pick your own address — yourfirm.clientdatasolutions.com — and be sharing documents with clients in minutes.
Start your free trial