Built for accounting
Clean websites, secure document portals, and client dashboards for accounting firms.
Sound familiar?
“Clients email tax documents as attachments and you spend hours organizing them”
“Your website lists 'services' but doesn't explain pricing or process”
“Onboarding a new client takes 3 emails and a phone call for what a form could handle”
“You have no client portal — everything runs through email and Dropbox”
Service descriptions with pricing ranges, team bios, industry specializations, and a secure document upload link.
Tax document upload, engagement tracking, completed return downloads, invoice payment, and secure accountant messaging.
New client fills out intake, uploads documents, and signs engagement letter — all before the first call.
Advisory firm website
Clearpath Advisory
Clean site with service descriptions, team bios, client industries served, and a secure document upload portal link.
Client document portal
Clearpath Advisory
Secure portal where clients upload tax documents, view engagement status, download completed returns, and message their accountant.
Get started
No call. No meeting. Just tell us what you want and we'll build it.
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