One view of every client
Contacts, cases, service work and document activity attached to the same client record.
DashFirm™
Tax Practice Management & Client Portal
One secure place for a tax firm to organize clients, cases, documents, requests and work in progress.
Benefits
- Client files stop living in inboxes and shared drives.
- The next action on every case is visible to the team.
- Clients get a clear, invitation-only portal.
Key features
Features listed here are taken from the product's official page. Some features depend on the plan or package chosen by the firm.
Document vault
Private tax files uploaded and classified under the correct client, opened inside the app.
Accountable work
Cases, tasks, priorities and due dates so the firm knows what needs attention next.
Client portal by invitation
Controlled client access to documents, requests and secure messages, never a public sign-up.
Team access with boundaries
Role-based access inside each firm workspace.
Installable, in English and Spanish
Can be installed as an app from a supported browser on computers, phones and tablets.
Who it is for
- Tax and accounting firms
- Preparers and staff
- The firm's clients
All products
LedgerOnCue
AI-powered bookkeeping for accounting firms
From bank statements to a reconciled ledger and financial reports, with every AI suggestion kept reviewable by the firm.
Available · Request access
Talk to the USProFin team
Tell us about your firm and which product you are interested in. We reply by email.