The bank-grade client portal that tax pros actually love using. Automated document collection, integrated e-signatures, and seamless GHL integration.
AES-256 encryption at rest. Every document is protected by industry-leading security protocols.
Native GoHighLevel integration. Pipeline updates and contact creation happen instantly.
Collect digital signatures without leaving the vault. Full biometric audit trails included.
Dynamic checklists guide clients through uploading exactly what you need for their return.
Your brand, your logo, your colors. We provide a professional experience that looks built-in.
Assign Tax Pros to specific client portfolios with granular access and performance tracking.
A visual overview of the FilersHub command center.
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Firm-wide performance metrics dashboard
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GHL-synced client engagement tracking
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Branded client document upload view
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Mobile-optimized biometric e-signatures
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Encrypted document management queue
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Full white-label branding configuration
Specifically engineered for firms scaling on the GHL ecosystem.
| Product Capability | FilersHub | TaxDome | Generic CRM |
|---|---|---|---|
| Native GHL Integration | ✓ | — | — |
| Bank-Grade Document Vault | ✓ | ✓ | — |
| Auto-Provisioning Tags | ✓ | — | — |
| Integrated E-Signatures | ✓ | ✓ | — |
| Multi-Location Support | ✓ | — | ✓ |
| White-Label Branding | ✓ | ✓ | — |
FilersHub transformed our workflow. We synced 400 clients in one click and haven't looked back.
Marcus Gregory
Gregory Tax Pros
Finally, a portal that actually talks to GHL. Our automation is finally end-to-end.
Sarah Miller
Miller Advisory LLC
The security reassurance our clients feel is worth the switch alone. The vault is flawless.
David Vance
Vance Tax Strategy