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Get your own secure website with BzPro Portals, for safe client file exchange and off-site backup

BzPro Portals provides your practice a secure website where you and your clients can exchange confidential documents safely and conveniently.

 

Spend less time printing, faxing, emailing and mailing returns and other documents. Just upload PDFs, and let your clients access at their convenience.

BzPro Portals works with BzPro Tax and BzPro Documents, backing up returns and other documents to the cloud is simple.

01

Get files from your client

Your client can upload W-2s and other tax documents to your BzPro Portals site.

03

Works with BzPro Documents

Create a client folder and upload documents all at once, with one click.

05

Security

Your site and files are always protected by tough, industry-standard security measures. All transmissions are secure, and files are encrypted at rest on the server. At all times, clients can view and access only their own documents.

07

Easy To Use

BzPro Portals is web-based, and works with just about any browser and computer. Uses folders and files, just like your computer. Uploading, downloading, renaming, and deleting files is simple, obvious and quick.

09

Helpful Tools

A prior-year summary helps clients gather what they need to send you for the new tax year.

11

E-Sign

An online electronic signature option lets you get signatures from clients on their mobile device or PC.

02

Send files to your client

You can upload your client’s finished tax return and other documents. Your client can sign in and download whenever it’s convenient, from any computer with Internet access.

04

Branding

Custom-branded with your company logo and subdomain

06

Safeguard Sensitive documents

Don’t risk sending confidential documents openly by fax or email. Share and transfer them the smart, responsible way, with BzPro Portals.

08

Mobile Friendly

A mobile-friendly interface lets clients take photos of tax documents and upload them to your BzPro Portals site.

10

Instant Messaging

Instant messaging allows communicating back and forth with clients within BzPro Portals.

12

Organization

Online organizers let your clients provide tax information by filling out online forms.

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