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Acct1st Client Portal Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.


Platform is available as an on-premise solution.

Customer Focus

Vendor works with small and mid-sized businesses in the accounting industry.

Select Customers

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About Acct1st Client Portal

Acct1st Client Portal Acct1st Client Portal is a two-way customer portal software solution for multiple users to send and receive customer documents. The platform allows clients to log in and securely send tax returns to the user, and all documents are archived in the program’s database.

The software provides businesses with tools for an unlimited amount of file space and handles all usernames and passwords. Additionally, the platform allows companies to guarantee large resulting files will reach customers once returns are processed in QuickBooks.

About the Company

Acct1st was founded in 2004 and is headquartered in Dallas, TX.


Acct1st Client Portal Key Features

  • Tax productivity suite product
  • Clients can send and receive tax documents securely
  • Provides two-way communication with customers
  • Archives previous years’ returns
  • Unlimited file space for documents and accounts
  • Administration for all client usernames and passwords
  • Creates accounts in bulk with individual files
  • Integrated to Acct1st DMS
  • Private folder for clients on multiple levels


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