Your accountant invited you here
Your tax portal, built in
AccountingWise client portal for tax clients: view return status, upload documents, message your accountant, and manage personal financials with Client Plus.
Tax return status at a glance
See exactly where your return stands, from document collection through filing, without calling your accountant.
Upload documents securely
Send W-2s, 1099s, receipts, and other tax documents through built-in requests. Everything stays attached to your return.
Message your accountant
Secure messaging with your firm right in the portal. No more digging through email for that attachment from last March.
Take your portal with you
Access your tax portal from any device. Check status, upload files, and respond to requests on your schedule.
Client portal
Secure portal access for tax clients: documents, messaging, and return status.
Client
$1/year
$1
/month
Tax Portal Access
View Tax Return Status
Secure Messaging
Upload Documents
Take your Portal with you!
Client Plus
$29.99/year
$29.99
/month
Great for Personal Financials
Messages
Tax Portal
Transactions
Reports
Chart of Accounts
Reconciliations
Client Portal Annual
$11/year
$11
/month
Annual Subscription Discount
Tax Portal Access
View Tax Return Status
Secure Messaging
Upload Documents
Take your Portal with you!
Your firm may provide portal access as part of your engagement. See all pricing
Client portal questions
Answers for business owners and accounting firms evaluating AccountingWise.
What is the AccountingWise client portal?
The client portal is a secure online space where tax clients work with their accountant. View return status, upload documents, exchange messages, and, on Client Plus, manage personal financials: transactions, and reports.
What's the difference between Client and Client Plus?
Client ($1/month) covers tax portal essentials: return status, secure messaging, and document uploads. Client Plus ($29.99/month) adds personal financial tools, transactions, reports, chart of accounts, and bank reconciliation, for clients who want more than tax-season access.
Do I need a full AccountingWise business account?
No. Client portal plans are designed for individuals working with an accounting or tax firm. Your firm invites you to the portal; you don't need Company or Firm plans unless you're running a business or practice yourself.
Can I pay invoices through the portal?
Yes. If your firm sends invoices through AccountingWise, you can pay online by card or ACH, often with no separate account required.