Branded Client Portal
One simple, secure home where clients upload documents, complete tasks, sign, message your firm, and check their return status.
Your clients shouldn't need to learn TPP — they should experience your firm. The Client Portal can carry your firm's own logo and name, so the client-facing experience is unmistakably yours, while TPP powers everything behind it.
Archer & Ellis Tax Advisors
Client Portal
This is a preview of the real branding architecture — switching plans in your actual TPP account controls exactly this, live.
The full client experience — try it below
Archer & Ellis Tax Advisors
Tax Advisors
Good morning
Hi, Sofia 👋
Your 2025 tax return is moving along.
How it works
Add your logo, colors, and firm name in Firm Management — Branding.
Show a small "Powered by TPP" mark, or go fully white-labeled with no TPP branding visible to clients.
Each client gets secure access to their own portal — never another client's information.
Uploading a document or confirming an appointment doesn't require a phone call.
Key capabilities
A real tax-practice scenario
Imagine a client wants to check on their return status at 9pm, without calling your office.
They open your firm's branded portal, see their return is at "Signature Requested," and sign directly from their phone — all inside the experience your firm controls the look of.
Before TPP
After TPP
How TPP brings it together
= One connected tax practice.
You may also like
Secure messages, email, and client history — all in the context of the return, document, or task they're about.
Learn more →Send an engagement letter, track when a client reviews it, and get it signed — without a separate signature product.
Learn more →Request, receive, organize, review, and retain client documents — without a single attachment lost in an inbox.
Learn more →Explore the connected workspace
30-day free trial. Full access to every feature during your trial, subject to the applicable trial terms.