T
Thesis
The Client Portal · Branded

A portal your clients
actually open.

Branded to your firm, the financial packages you publish, data requests they can't lose in email, and approvals they can sign off in a click. Your front door, not ours.

Your logo, your colorPublished financialsDrag-drop data requestsOne-click approvals
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No credit card required · SOC 2 audit in progress · Cancel any time

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A portal that earns its keep

Everything your client needs, in one place.

Published
financials, on your schedule
Faster
data-request turnaround
One-click
approvals & sign-off
0
client passwords for your team
Your brand, front-and-center

Your firm's portal,
not ours.

Custom domain (portal.yourfirm.cpa), your logo, your color palette, your tone. The Thesis name shows up exactly nowhere. To your clients, this is software you built.

  • Custom domain on every plan — no Thesis subdomain
  • Logo, accent color, typography pack — set once
  • Email-from-domain alignment so login emails don't get flagged
  • Email templates editable per firm — welcome, monthly, reminder
100%
white-label, all plans
0
Thesis branding visible
portal.yourfirm.cpa
YF
Your firm
Welcome back
This month's snapshot
Revenue
—
MoM MoM
Margin
—
vs. prior MoM
Cash
—
MoM MoM
CFO Review readyNew
Sign the bank recAction
Forecast draftSample
Data requests

No more chasing
attachments in email.

Open data requests live on the portal — your client sees a checklist, drops files in, and the close progresses. Nudges go out automatically. Your team sees what's open without triaging an inbox.

  • Drag-and-drop file upload, no client login complexity
  • Auto-nudges at day 3, day 5, day 7 — your firm's voice
  • Per-client SLA tracking and escalation to the firm partner
  • Documents auto-attach to the right close-step in Thesis
portal.yourfirm.cpa · data requests
Open requests · 2
Closing March · due Apr 5
March bank statement (Chase ····5512)
Awaiting upload
Drop file or click to upload · 1 item
Receipts > $500 · 4 transactions
Awaiting upload
Drop file or click to upload · 4 items
Confirm contractor 1099 list
Replied
Last nudge: Mar 28 · auto-nudge in 2 days
Approvals & sign-off

The portal that
closes the loop.

When a deliverable is ready, your client reviews it and signs off in a click. Approvals, published financials, CFO write-ups, and documents all live in one place — no email thread to chase.

  • One-click approvals and sign-off on deliverables
  • Published financial packages and CFO write-ups, all in one place
  • Per-client gating controls exactly which modules each client sees
  • Documents shared both ways — your firm and your client, in one place
portal.yourfirm.cpa · client
New from your firm
Your March financial package is ready.
Your firm published this month's financials and CFO write-up. Review the package and approve it when you're ready — everything lives here, no email thread.
Published by your firm · sign off in one click
FAQ

The portal, answered.

No — every record is scoped to the firm + client at the database level. There is no code path that returns another client's data. We test tenant isolation end-to-end on every deploy.
Magic-link by default — they click a link in your firm's email, no password to forget. Two-factor authentication is optional.
Yes. Per-client gating controls which modules show (financials, data requests, write-ups, documents, approvals, etc.). Default templates by client tier.
Yes — the portal is mobile-first. Most client logins come from a phone after a nudge email. File uploads work directly from camera or files app.

A front door
that wears your name.

Set up your branded portal in 10 minutes. Invite a client. Watch them upload their first document without an email thread.

Start 14-day free trialTalk to sales

14 days free · No credit card · Cancel any time

SOC 2 audit in progress · Built in the U.S.