Landing New Clients For CPA’s Made Easy

As the number of clients grows, it becomes really difficult to manage all the clients’ document in a single place

Imagine, If the files are being stored in the System and if something goes wrong to the system, all the files and documents wouldn’t be recovered anymore

So it’s very crucial that the files are stored in a highly encrypted cloud storage so that it would be still accessible from any device, anytime!

Even if you go for a vacation, all your Files will be in your fingertips. As soon as you want to send a particular file to your Employees or clients, you can do it in a matter of 10 seconds

And the Best thing is, you can also add your employees to the Portal so that your employees can do the File Sharing work for you and you can Give your time and focus on other important work or Big Projects.

QCP was specifically designed to make the accounting process Faster and Easier.


Why CPA’s Love using Quick Client Portal?

By the time we are writing this, we have received tons of email from CPA’s thanking us How QCP helped them to access their Business Files instantly and Made their Work Lots Easier.

Here are some of the Key points what CPA’s are telling about Quick Client Portal


Easy to Use Platform

QCP Platform is Very Simple and Easy-to-use. It offers multiple Document Section which allows you to give Certain access to your Employees and Certain access to your Clients. 

QCP Allows you to :

  • Store your Files in a Secure Cloud Storage
  • Allows you to Manage all the Clients Documents and Business Documents in a single place.
  • Access the Files From anywhere in the world
  • Share and receive Documents instantly

Professional Portal

QCP was Built by Keeping Accountants in mind. Quick Client Portal allows you to handle all your Business and Clients Documents Professionally and efficiently. 

You can Give also Level-wise role to your Team Members and add Add Multiple Clients to your Portal which makes it really easy to share and receive Files.


QCP has multiple theme integrations which makes it easy for you to make your Portal’s Look and Feel according to your Convenience.

Along with the Theme colour, QCP also provides multiple portal styles and Layouts.

Smart way to speed up your Accounting Process

Access Remotely

Online Document Storage QCP allows you to store the documents to your portal so you can easily access remotely.

Customization and Branding

Customized Client Portal Securely request and share files to individual client or group with your branded client portal which includes built-in document storage

Leave A Comment

Your email address will not be published. Required fields are marked *