A white-label client portal, under your brand
Built for accounting & tax firms · Under your brand · SOC 2 ready
How it works
The portal isn't a separate file-share bolted on, it's the client-facing side of the same system you work in.
- Your brand. Your logo, colors, and font on the portal. Three modes per client: off, documents-only, or the full guided workpaper tile board.
- Secure-link access. Clients use a secure link, no account to create, and the portal goes read-only automatically when the return is filed (re-engage to reopen).
- Uploads that route themselves. A bank statement goes to bookkeeping; a W-2 or K-1 goes to the tax documents and the right workpaper tile; a receipt goes to receipts. The client just uploads; LucaLedger sorts it.
- A guided organizer. The Organizer (v2) is a single-question, branching wizard with spouse co-fill for joint returns and support for English and Spanish (your firm can edit the wording).
Everything in one client thread
Document requests, e-signatures, tasks, transaction questions ("what was this $5,000 transfer?"), shared tax-strategy summaries, and messaging all live in one place, for the client and for you. What comes in through the portal feeds the bookkeeping and the return directly, so nothing has to be re-entered.
White-label, taken further: reselling the platform (planned)
On the roadmap, not yet live. This is where white-label is headed next; it isn't available today.
Most "white-label" portals stop at branding. LucaLedger's roadmap goes further, a planned reseller model with module-level permissions. Per client, you'll choose exactly which parts of LucaLedger they see: turn on bookkeeping so a client sees their own books, turn on financials, tax preparation, tax planning, and the rest as you wish. Each client will see only what you've enabled, so you'll be able to effectively resell the entire platform under your own brand, not just a portal.
When it ships, it's a headline white-label differentiator: firms won't just brand a portal, they'll resell the software, with granular control over each client's view. Most portal and practice-management tools white-label the portal; this will white-label the product.
What firms used before
Firms usually stitch a document-collection or file-share tool (SmartVault, ShareFile, Liscio, Content Snare) onto a practice-management platform. The trade-offs show up in the comparisons: TaxDome's portal is a genuine benchmark we respect; Karbon's portal is its acknowledged weak spot; and Canopy offers one as part of its modular suite. The difference with LucaLedger is that the portal is connected to the actual work, the books and the returns, not just a place to swap files. (Dedicated portal-tool comparisons publish soon, see all comparisons.)
Frequently asked questions
Is the portal really white-label?
Yes, your logo, colors, and font. Clients never see LucaLedger's branding.
Do clients have to create an account?
No. Access is via a secure link, and the portal becomes read-only automatically once the return is filed.
What happens to documents clients upload?
They auto-route, bank statements to bookkeeping, tax documents to the right workpaper tile, receipts to receipts, so the work starts without manual sorting.
Does the organizer support other languages?
Yes, English and Spanish, with wording your firm can customize, plus spouse co-fill for joint returns.
Is LucaLedger SOC 2 compliant?
LucaLedger is SOC 2 ready, controls and evidence are in place, with encryption in transit and at rest and row-level isolation.
How we describe this: based on LucaLedger's shipped capabilities as of June 2026. Last updated June 2026.