How CPA Financial clients move through the Altiro portal
Firm Admin sends portal invite via secure email link
Client creates login and accepts engagement letter
Client uploads required documents, system updates progress
Firm creates and tracks tasks with automated reminders
Secure communication inside the portal
Invoices managed and paid through the portal
System automatically logs all activity for compliance
Explore each portal as your clients and team would experience it.
Click below to interact with the live demo environment.