FairFyn
A white-label client portal for tax firms.
Give your clients a secure portal that looks like your firm. You look established, save time every season, and stop chasing paperwork by email.
The short version.
One of our own products, built and launched by Kesava. FairFyn is a secure client portal that a tax firm runs under its own brand. Clients log in to the firm, upload documents in one place, message the firm, and follow their return from received to filed, while everything stays encrypted. It is live at fairfyn.com.
Your clients see you, not us.
Your clients log in to your firm, with your logo and your colors. They upload their documents, follow their return, and message you, all in one place. You look like an established firm, and their information stays protected, which is exactly what they expect.
Clients arrive at your own branded login. You look established from the first click.
Clients upload their own documents. No more chasing paperwork by email.
Clients see where their return stands and get updates on their own. The "any update?" emails stop.
Clients message you in one thread, so nothing gets lost in a busy inbox.
And on their phone.
Your whole season, in one view.
Behind your branded portal, you see every client and exactly where each return stands, and you answer everyone from one place. No more digging through email to remember who owes what.
See every client and where their return stands, at a glance.
Answer every client from the same dashboard.
From invite to filed, in one place.
A firm brands the portal with its own logo and colors, so clients see the firm, not a software company.
Clients log in through the firm, upload documents securely, and message the firm in one place.
Everyone tracks the return as it moves through each stage, with clients notified automatically, so the constant "any update?" messages stop.
Documents are stored encrypted, with an extra layer of protection on Social Security numbers, and access is invite only.
Our own product, built and launched.
FairFyn is live at fairfyn.com. Take a look, or tell us what you want built.