What does a firm see in PortalHQ?

Your whole client book on one screen, ordered by what will hurt first: which clients are waiting on you, which you are waiting on, and what is due next.

How are documents requested from clients?

You ask once through a structured request; the client uploads into the same workspace and the request closes when the document arrives, so nobody re-asks by email.

Who is the tenant, the firm or the founder?

The firm. A firm has staff, roles, a client book and its own branding; clients are invited into engagements with it.

Does PortalHQ include a portal register?

Yes. The portal register lists the external systems an organisation in the United States depends on: what each is for, who should hold the login, how often somebody should look, and what arrives there that must not be missed.

For firms

You already know what is due. What you are missing is where it stands.

PortalHQ gives a firm one client book with every request, document and deadline in it. The hard part of a practice is not the work; it is chasing sixty clients for the same four documents and remembering which of them actually sent them.

One screen, every client

Who is waiting on you, who you are waiting on, and what is about to become a problem — ordered by consequence rather than by date.

Requests, not reminders

Issue a checklist. Each item is tracked, chased on your behalf, and filed into the client’s vault the moment it arrives.

Your staff, properly scoped

Invite your team. Being in the firm is not access — people see the engagements they are actually on.

The client can see status

“92%, waiting on the bank statement” answers the what-is-happening message before it is sent. Fewer calls, and better ones.

Your templates, everywhere

Maintain a checklist once and reuse it across every client. Your house style stays consistent, and stays yours.

Evidence you can stand behind

No pasted signature images. No document dated before the meeting that authorised it. The checks run whether or not anyone remembers.

Built generic on purpose

Whatever you practise, it speaks your words.

An engagement is a matter, a project, a filing or an application depending on who you are. PortalHQ carries your vocabulary rather than making you learn someone else’s — and the four states underneath are the same either way.

How each discipline names its work and its proof
Discipline	A deadline is a	Proof is a	Carrying a
Cross-border	report	filing confirmation	Confirmation no
Tax	return	e-file acknowledgement	Submission ID
Corporate compliance	obligation	filing confirmation	Confirmation no
Immigration & mobility	step	receipt notice	Receipt no
Intellectual property	deadline	filing receipt	Serial no
Wealth & investments	action	confirmation	Confirmation no

Who is already covered

Certified Public AccountantCPA
Tax · Audit & assurance · Corporate compliance · Cross-border
Enrolled AgentEA
Tax
Attorney
Legal matters · Corporate compliance · Property
Immigration attorney
Immigration & mobility
Patent & trademark attorney
Intellectual property
Architect
Design & construction
Title & escrow agent
Property
Insurance broker
Insurance
Financial adviserCFP
Wealth & investments
Payroll provider
Payroll & people

Not on the list? It still works. You get engagements, requests, a vault, messaging and your own deadlines from day one — a tailored discipline pack is something we author, not something you wait for code to support.

Bring one client and see how it feels.

Firms are verified before they go live — we check the practice and the designation rather than taking them on trust.

Set up your firm See pricing

Plain answers

Questions people ask before they start

What does a firm see in PortalHQ?: Your whole client book on one screen, ordered by what will hurt first: which clients are waiting on you, which you are waiting on, and what is due next.
How are documents requested from clients?: You ask once through a structured request; the client uploads into the same workspace and the request closes when the document arrives, so nobody re-asks by email.
Who is the tenant, the firm or the founder?: The firm. A firm has staff, roles, a client book and its own branding; clients are invited into engagements with it.
Does PortalHQ include a portal register?: Yes. The portal register lists the external systems an organisation in the United States depends on: what each is for, who should hold the login, how often somebody should look, and what arrives there that must not be missed.