Client Portals vs Bookkeeper/CPA Portals

Where your clients log in is different than where you login
Written by Christopher Ragain
Updated 3 weeks ago

Client portal - This is the portal for the clients of Bookkeeper/CPA level subscribers.

If you want to give your clients access this is the portal you would direct them to login at.

https://app.taxplannerpro.com/users/sign_in

Bookkeeper/CPA portal - This is where users with annual BK/CPA and Lifetime plans would login to manage their client lists.

https://accountant.taxplannerpro.com/users/sign_in

How to find the login landing pages from the website:

Bookkeeper/CPA portal:

  • From the homepage click "Sign in"
  • You will notice the URL will say "accountant" when in this portal

Client portals - From the homepage scroll to the footer at the bottom and click "Pro Version Login"

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