Securely exchange financial documents and keep clients informed during tax season and beyond.
No credit card required • Clients always free
These problems disappear with CustPo
Clients emailing sensitive tax documents
Secure upload portal with encryption
Chasing clients for missing documents
Clear checklists clients can track and complete
Questions about where returns are in the process
Real-time status updates clients can check
Sharing login credentials for financial accounts
Encrypted credential vault with controlled access
Everything you need to deliver a premium client experience
Clients upload W-2s, 1099s, and statements through encrypted portal.
Track exactly what you need from each client with clear checklists.
Clients see exactly where their return is in the process.
Clients access past returns and documents anytime.
Built for accountants & cpas worldwide
Save hours every week with CustPo
Reduce phone calls, secure sensitive documents, and give clients the modern experience they want.
Start Free TrialNo credit card required • 14-day free trial • Clients always free