Welcome to your client portal
Your accountant uses Assure Pro to run their firm. The client portal is your side of it — one secure home for everything you and your accountant need to share.
Instead of long email threads, attached PDFs, and “did you get my W-2?” check-ins, you’ll do it all in one place:
- Upload tax documents from your phone or computer
- Answer the questions your accountant needs to file your return
- Sign engagement letters and other forms
- Pay invoices with a saved card or bank account
- Message your team and see their replies in one thread
You can use the portal from any browser, including your phone.
What the portal feels like
When you open the portal, the home page tells you exactly what needs your attention — a signature, an uploaded document, a payment, or a message. Everything else is one click away in the sidebar.
[Screenshot: Portal home dashboard with “Needs your attention” cards]
The five main areas in the sidebar are:
| Section | What it’s for |
|---|---|
| Home | Your dashboard — what needs attention, recent activity, engagement progress |
| Documents | Upload, view, and download files your accountant needs |
| Signatures | Sign engagement letters and other forms |
| Messages | Talk to your accountant in one thread |
| Billing | See invoices and pay online |
Mobile-friendly
The portal works the same on your phone as on a laptop. On mobile, the sidebar becomes a bar across the bottom of the screen, and you can take photos of paperwork to upload directly.
[Screenshot: Mobile bottom navigation bar]
Your privacy
Everything you upload is private to you and your accountant’s team. Other clients can’t see your files, and your accountant can’t see other clients’ files. Your login is unique to your firm — see Signing in for how it works.
If you work with more than one accountant
If you have access to multiple businesses or family accounts at the same firm, you’ll see an account switcher in the top right. Click your name to switch between accounts.
[Screenshot: Account switcher menu in the top-right]
What’s next
- Signing in — first-time setup and everyday log-in
- Home dashboard — what each card on the home page means
- Documents — how to upload and find your files