eTrustPortal gives accounting firms, law firms, and professional services businesses a fully branded, encrypted document portal. Share files, collect signatures, request documents, and communicate securely โ all in one place.
Every feature your firm needs to manage client documents, communications, and workflows โ securely and efficiently.
Store and share client documents with AES-256 encryption at rest and TLS in transit. Control exactly which documents each client can see with granular sharing toggles.
Send documents for electronic signature using the built-in signing system or integrate with DocuSign and Adobe Acrobat Sign. Track status in real-time with webhook updates.
Formally request specific documents from clients with due dates and reminders. Clients receive notifications and upload directly through their secure portal โ no email attachments needed.
Every client portal looks like yours. Upload your logo, set your brand colors, write a custom welcome message, and choose from 6 built-in themes or create a fully custom theme with 11 CSS variables.
Real-time in-app notifications for every platform event โ document uploads, signature requests, task assignments, messages, and overdue items. Configurable per-user notification preferences.
Track all internal work with a full task manager. Assign tasks to staff, set priorities and due dates, and manage workflows in table or Kanban board view. Team workload dashboard keeps everyone aligned.
Replace insecure email with encrypted in-portal messaging between staff and clients. Threaded conversations, unread badges, and a complete message history โ all stored securely.
Structured onboarding workflows guide your team through every step of bringing on a new client โ from collecting identity documents and engagement letters to setting up portal access.
Automatically classify uploaded documents into categories like Tax, Financial, Payroll, Bank Statements, Receipts, and Engagement Letters using AI-powered keyword analysis โ saving hours of manual filing.
Every action on the platform is logged with timestamp, user, IP address, and details. Exportable CSV audit logs keep your firm compliant with data handling regulations.
A comprehensive reports dashboard with KPI statistics, document upload trends, task completion rates, signature statistics, and team activity breakdowns โ all in real-time.
Maintain a complete revision history for every document. Upload new versions while keeping all previous ones accessible. Configurable retention limits, auto-archive, and required version notes.
No complex IT setup. No lengthy onboarding. Just sign up, configure your brand, and start sharing documents securely.
Sign up and have your firm's portal provisioned instantly. Your organization gets its own isolated, secure workspace.
Upload your logo, set your brand colors, and choose a theme. Your client portal will look like your own product.
Add client records and send portal access credentials. Clients log in and see only their documents โ nothing else.
Share documents, send signature requests, collect files, and message clients โ all encrypted and fully audited.
eTrustPortal includes three purpose-built portals โ each designed for a specific role in your firm.
| Document | Client | Status |
|---|---|---|
| 2024_Tax_Return.pdf | Smith & Co | Shared |
| Engagement_Letter.pdf | Davis Corp | Sig Needed |
| Q3_Financials.xlsx | Johnson LLC | Shared |
| Payroll_Oct_2024.pdf | Williams Trust | Signed |
| ๐ Tax_Return_2024.pdf | 2.4 MB | โ Shared |
| ๐ Financial_Summary.xlsx | 890 KB | โ Shared |
| ๐ Engagement_Letter.pdf | 445 KB | Sign |
eTrustPortal was built security-first. Every layer of the platform is designed to protect your clients' most sensitive financial and legal documents.
eTrustPortal connects seamlessly with leading accounting platforms, e-signature providers, and directory services โ no complex setup required.
No hidden fees, no per-document charges. Just straightforward monthly pricing based on the size of your firm.
No credit card required to get started. Cancel anytime.
Join hundreds of accounting and legal firms that trust eTrustPortal to protect their clients' most sensitive documents. Set up in minutes.