Product
Client Workspace & Portal
A better client experience. Stronger client relationships.
Give your clients a secure, branded workspace to share documents, communicate with your team, book appointments and stay informed — all in one place. Spend less time on back-and-forth and more time delivering exceptional service.
Secure & Encrypted Document Sharing
Files are encrypted in transit and at rest.
Better Communication
Keep all client conversations in one place.
Simplified Scheduling
Clients can book appointments directly on your calendar.
Everything in One Place
Documents, messages, tasks, invoices and more.
The Client Challenge
Clients expect more today.
Today's clients want a simple, secure and modern way to work with their accounting and tax professional. Without a dedicated portal, important documents get lost, communication becomes fragmented and clients lack visibility into the status of their work.
- Problem: Scattered emails and file sharing
- Problem: Missed documents and important information
- Problem: Back-and-forth scheduling
- Problem: Lack of visibility into progress
- Problem: Frustration and a less professional experience
The Cloudbase Solution
A centralized workspace built for your clients.
Cloudbase gives your clients a secure, easy-to-use portal where they can upload documents, communicate with your team, book appointments, view invoices and track progress — creating a seamless and professional experience.
- Secure, encrypted document sharing
- In-app messaging with your team
- Easy appointment scheduling
- Real-time status updates
- A modern, branded experience that builds trust
Key Features
Everything Your Clients Need in One Place.
Document Sharing
Clients can securely upload and access documents anytime.
Messaging
Keep all client conversations organized and accessible.
Appointment Scheduling
Clients can book consultations directly on your calendar.
Task Tracking
Clients can see what's needed and track progress.
Invoices & Payments
View invoices and make payments securely.
Tax Organizer
A simple way for clients to provide the information you need.
Make it your brand — White-Labeled Client Experience See Document Management Need a secure vault for each client? See Cloudbase Vault
Included in Every Cloudbase Plan
Give Your Clients a Better Experience.
Client Workspace & Portal is included in every Cloudbase plan at no additional cost.