Stop Chasing Clients for Documents
Save hours every week by automating document collection, reminders, and client communication.
Set it up yourself in a couple of minutes.
Preview: Your Client Portal
Thousands of tax firms have already moved document collection from email to client portals. Altiro gets you there with no per-seat fees and no multi-year contract.
Getting documents from clients is the #1 workflow problem for accounting firms.
Source: Financial Cents State of Accounting Workflow Automation, 2025 (816 firm owners)
Tax Season Is Already Hard Enough
Your Team Spends Tax Season Sending Reminders
Every missing document means another follow-up. Your staff spends hours on repetitive tasks instead of billable work.
Critical Messages Get Buried in Email
Important questions disappear into inbox chaos. Clients miss requests. Your team wastes time searching for conversations.
A Client Portal That Fits CPA Workflows
One Place for Docs
Clients upload directly. No email attachments.
Auto Reminders
Reminders go out automatically.
Real-Time Checklists
See what's missing at a glance.
Secure Messaging
Conversations stay organized.
The Difference Is Night and Day
Without Altiro
With Altiro
Up and Running in Days
No complex setup. We handle the heavy lifting.
Quick Demo
15 min to see the fit.
We Set It Up
Your branding & checklists.
Invite Clients
Simple onboarding emails.
Save Hours
Less chaos, more work.
Free while we’re in early access
We’re building this with a handful of firms. Use it free while we do — and we’ll tell you the price before we ever charge you.
- Every feature, not a crippled trial
- No credit card, no contract, no sales call
- You'll know the price before it ever costs anything
Set it up yourself in a couple of minutes.