The accounting industry is changing fast. Clients expect digital-first experiences. Paper-based processes are becoming obsolete. And the old “email everything” approach? It’s creating security headaches and compliance nightmares.
But here’s what hasn’t changed:
If you have the right platform, you can still deliver exceptional client service while building a thriving practice.
Not by juggling a dozen different tools, but by choosing solutions that seamlessly connect your website, client portal, and practice management in one unified system.
The best website builders with client portal integration help you do exactly that:
- Create a professional online presence that attracts ideal clients
- Provide secure document exchange that keeps sensitive data protected
- Streamline client communication and reduce administrative overhead
- Build trust through branded, white-labeled experiences
These are the platforms my research shows are delivering real results for CPA firms in 2025.
The best part?
These solutions work great whether you’re a solo practitioner or managing a multi-location firm. And they handle the technical complexity so you can focus on what matters most: serving your clients.
My Top 3 Website Builders with Client Portal Integration for CPA Firms
- TaxDome: All-in-one practice management with built-in website builder and client portal
- CPA Site Solutions: Accounting-focused website builder with integrated Secure Firm Portal
- Drake Software: Professional tax software with Drake Portals and website integration
TaxDome
Best for CPA firms wanting everything in one integrated platform
Pricing: From $58 per user per month (billed annually); 14-day free trial available
TaxDome stands out because it’s built specifically for accounting firms, and the client portal integration is seamless. You’re not connecting separate systems or managing multiple logins—everything works together from day one.
But what makes TaxDome special isn’t just the integration.
It’s how the platform thinks about client experience from the ground up. Every feature, from the website builder to the mobile app, is designed to make working with your firm effortless for clients.
Build Your Website Without Technical Skills
TaxDome’s website builder includes over 200 mobile-friendly templates designed specifically for accounting firms. You can customize colors, forms, photos, and content to match your brand.
But the real power comes from the white-labeling capabilities.
Your clients see your domain name, your branding, your colors. When they log into their portal, it feels like your custom-built solution, not a generic platform.
You can even import an existing website using their import feature, so you don’t lose any of your current web presence.
Seamless Client Portal Integration
This is where TaxDome shines. The client portal isn’t an add-on—it’s the heart of how your clients interact with your firm.
Clients get a clean, intuitive dashboard where they can:
- Upload documents using their mobile app’s built-in scanner
- Complete organizers and forms that save progress automatically
- Sign engagement letters and documents with integrated e-signatures
- Make payments directly through the portal
- Communicate securely with your team
What I find most impressive is how TaxDome handles the entire client lifecycle. From the initial proposal to final deliverables, everything happens in one branded environment.
Automation That Actually Works
TaxDome’s workflow automation can eliminate hours of administrative work. You can set up automatic document requests, follow-up reminders, and client communications.
For example, when tax season starts, TaxDome can automatically send personalized organizers to each client, send reminder emails for missing documents, and even notify you when everything is ready for preparation.
The AI-driven analytics help you identify bottlenecks and optimize your processes over time.
Pros & Cons
| Pros | Cons |
|---|---|
| Complete integration between website, portal, and practice management | Learning curve to utilize full capabilities |
| White-labeled experience reinforces your brand | Pricing can add up for larger teams |
| Mobile app provides excellent client experience | Some features may be overkill for very small firms |
TaxDome Alternative: Karbon
Karbon offers strong practice management with client portal features through “Karbon for Clients.” It includes project management, workflow automation, and client communication tools.
However, Karbon doesn’t include a website builder, so you’ll need a separate solution for your web presence. TaxDome provides the complete package.
Learn more: https://taxdome.com
CPA Site Solutions
Best for established firms wanting proven accounting-specific website design with secure client exchange
Pricing: From $76 per month; 60-day free trial available
CPA Site Solutions has been serving accounting firms since 1999, and their experience shows. With over 10,000 firms using their platform, they understand exactly what CPA firms need from their web presence.
Their strength is combining professional website design with the security and functionality that accounting firms require.
Choose from 250+ Accounting Website Templates
CPA Site Solutions offers over 250 website templates designed specifically for accounting firms, plus more than 3,000 pages of pre-written content. This means you can launch a professional site quickly without starting from scratch.
The templates cover different specialties—whether you focus on tax preparation, business consulting, or specialized industries. Each design includes relevant content and calls-to-action that convert visitors into clients.
Their content is written by marketing professionals who understand the accounting industry. No more staring at blank pages wondering what to write.
Secure Firm Portal Built for Compliance
The Secure Firm Portal is where CPA Site Solutions really delivers value. This isn’t just file sharing—it’s a comprehensive client collaboration platform designed for accounting workflows.
The portal includes:
- 256-bit SSL encryption for all file transfers
- Compliance with Sarbanes-Oxley and Gramm-Leach-Bliley Act requirements
- Role-based access controls for staff and clients
- Integrated billing and payment processing
- Automated email marketing system
What sets their portal apart is how it integrates directly into your website. Clients log in through your branded site, not a third-party platform.
Marketing Tools That Drive Growth
CPA Site Solutions includes marketing tools that many firms find valuable. Their email marketing system can send automated newsletters to clients and prospects. The review management system helps you gather and display client testimonials.
They also offer SEO services and Pay-Per-Click advertising management, claiming clients see ROI in excess of 300%. For firms that want help with digital marketing, this comprehensive approach can be valuable.
Pros & Cons
| Pros | Cons |
|---|---|
| 20+ years of experience serving accounting firms | Design templates may feel dated compared to modern alternatives |
| Comprehensive marketing tools included | Less flexibility for customization |
| Strong security and compliance features | Limited integration with third-party practice management tools |
CPA Site Solutions Alternative: Build Your Firm
Build Your Firm focuses specifically on website design and marketing for accounting firms. They offer custom website development, SEO services, and content marketing.
However, Build Your Firm doesn’t include a built-in client portal, so you’d need to add a separate solution for secure document exchange.
Learn more: https://www.cpasitesolutions.com
Drake Software with Drake Portals
Best for tax-focused firms already using Drake Tax who want integrated client portal functionality
Pricing: Drake Portals starts around $200+ annually; 14-day free trial available
Drake Software has been a trusted name in tax preparation since 1977, and Drake Portals extends that reliability to client communication and document exchange.
If you’re already using Drake Tax, adding Drake Portals creates a seamless workflow from preparation to client delivery.
SiteDart Studio Website Builder Integration
Drake partners with SiteDart Studio to provide mobile-friendly, secure websites for tax preparers. Each site comes with tax tools, calculators, and ready-to-use content that you can customize.
The websites integrate directly with Drake Portals, creating a smooth experience where clients can access their portal directly from your website.
While not as extensive as dedicated website builders, SiteDart provides the essential functionality most tax firms need without requiring coding or design experience.
Secure Client File Exchange
Drake Portals provides your practice with a secure website on the SecureFilePro.com domain where you and clients can exchange confidential documents safely.
Key features include:
- Custom branding with your company logo and subdomain
- Integration with Drake Tax and Drake Documents for one-click uploads
- Client questionnaires for gathering tax information
- E-signature capabilities for tax documents
- Secure cloud backup for Drake Tax files
The system is designed specifically for tax workflows, so it understands the documents and processes that tax preparers use daily.
Streamlined Tax Season Workflow
Where Drake Portals really shines is during tax season. You can upload finished returns to clients’ portals, and they can download them at their convenience. Clients can also upload W-2s and other source documents directly to your secure folders.
The integration with Drake Tax means you can backup returns and access client documents without leaving your tax software. This tight integration can save significant time during busy periods.
Pros & Cons
| Pros | Cons |
|---|---|
| Seamless integration with Drake Tax software | Limited to tax-focused workflows |
| Proven security and reliability | Website builder is more basic than alternatives |
| Designed specifically for tax preparation workflows | Requires Drake Tax subscription for full benefits |
Drake Portals Alternative: Thomson Reuters GoFileRoom
GoFileRoom offers secure document management and client portals for tax and accounting firms. It provides more advanced document management features than Drake Portals.
However, GoFileRoom doesn’t include website building capabilities, and the integration with tax software may not be as tight as Drake’s solution.
Learn more: https://www.drakesoftware.com/products/drake-portals/
Other Tools to Consider in Your Tech Stack
Building a modern CPA firm requires more than just a website and client portal. Here are some additional tools that work well with these platforms:
- QuickBooks Online for bookkeeping client collaboration and real-time access to financial data
- Google Workspace for email, calendar, and document collaboration with enhanced security features
- DocuSign for electronic signatures on documents outside your main practice management system
- Calendly for appointment scheduling that integrates with your website and reduces phone tag
- Zapier for connecting your website and portal with other business applications you use daily
The right choice depends on your firm’s specific needs and current systems.
Choose TaxDome if: You want an all-in-one solution that handles everything from websites to practice management, and you’re willing to invest in a comprehensive platform.
Choose CPA Site Solutions if: You want a proven, accounting-focused website solution with strong marketing tools and don’t mind a more traditional approach.
Choose Drake Portals if: You’re already using Drake Tax and want to extend that investment with integrated client portal functionality.
The most important thing is choosing a platform that your clients will actually use. The best security and features in the world don’t matter if clients find the system too complicated or frustrating.
Start with a free trial of your top choice. Test the client experience yourself, create a test account and go through the entire process your clients would experience. The platform that feels most intuitive to you will probably feel the same way to your clients.
