Step 3
Once TPP is configured, enabling it is about people: your staff learning the system, and your clients getting invited into their own portal.
Enabling TPP covers inviting staff and assigning their roles, activating the workflow templates you configured, setting up the client portal, inviting your first clients, requesting documents, and confirming that communication and notifications work the way you expect before you lean on them for real engagements.
Firms commonly start with a smaller group before inviting everyone — see the pilot program below.
Interactive
Launch checklist
Interactive
Invite client
Interactive
Archer & Ellis Tax Advisors
Tax Advisors
Good morning
Hi, Sofia 👋
Your 2025 tax return is moving along.
This is the same interactive experience a client sees after being invited — activation, portal access, documents, tasks, messages, and their return status. The native iOS/Android app is still in development; this web-based preview reflects the same client portal that's live today.
What this covers
The other implementation steps
Step 1
Before anything moves, TPP starts by understanding your practice exactly as it runs right now — not how a generic firm runs.
Learn more →Step 2
TPP's roles, workflow templates, document categories, and branding are configuration — set once, by your firm, to match how you already deliver work.
Learn more →Step 4
Implementation doesn't end at launch. Once TPP is running your engagements, the same data that runs your practice shows you where it's slowing down.
Learn more →30-day free trial. Explore the TPP platform during your trial, subject to the applicable trial terms.