eTrustPortal is a multi-tenant, AI-powered document and client management platform — built for accounting firms that take security, compliance, and client experience seriously.
A complete operational platform from client onboarding to final sign-off — all in one secure, encrypted workspace.
AES-256-GCM encryption with per-tenant Vault-managed keys. Upload, organize, share, and version all client documents with full audit trail.
Full client registry with profiles, tags, status tracking, and activity timelines. Manage hundreds of clients across multiple staff members.
Built-in signature capture included on all plans. DocuSign and Adobe Acrobat Sign integrations are also supported — requires a separate paid API account with the respective provider.
Assign, prioritise, and track tasks across your team. Link tasks to clients, set due dates, and monitor progress on a Kanban board or list view.
Formally request specific documents from clients with deadlines, reminders, and fulfilment tracking. Replace email-based document chasing permanently.
End-to-end encrypted messaging threads between staff and clients. Messages never travel unprotected through email — all stored inside the vault.
Structured onboarding workflows with checklists, document collection steps, and engagement letter delivery. AI-generated checklists tailored to each client.
KPI dashboards, team productivity reports, AR ageing analysis, document volumes, task completion rates, and AI-written narrative summaries.
Every action logged permanently: logins, downloads, uploads, changes, and AI interactions. Export to CSV for compliance reporting. AI-powered anomaly detection.
Connect QuickBooks Online, Xero, or Sage via OAuth2. Sync clients, invoices, transactions, and AR data. AI transaction categorisation built in.
In-portal and email notifications for every important event. Configurable per-user preferences with full notification history.
Custom logos, brand colours, welcome messages, and full theme control (6 built-in themes + custom JSON themes). Each firm gets its own branded experience.
eTrustPortal integrates GPT-4o-mini across every major workflow — from document analysis to client communications to accounting. No external AI tool required.
When eTrustPortal uses AI features — such as drafting a client email, summarizing a document, or detecting anomalies — it sends text to OpenAI's GPT-4o-mini API and receives a response. OpenAI measures the amount of text processed using tokens.
A token is roughly ¾ of a word — or about 4 characters of English text. As a practical guide:
Both your input (the text sent to the AI) and the output (the AI's response) count toward your token usage. Each plan includes a monthly token allowance — the Starter plan includes 10 million tokens/mo, which covers everyday use such as drafting emails and short summaries. The AI Document Classification add-on extends this to 50 million tokens/mo for heavier workloads like bulk document tagging and financial report generation.
💡 Tip: Token usage resets monthly. Unused tokens do not roll over. If your firm processes large volumes of documents or runs frequent AI reports, the AI Document Classification add-on ($20/mo for up to 50 million tokens) is recommended. Enterprise plans include a custom token allocation — contact sales for details.
Built from the ground up with security as the primary design constraint, not an afterthought.
HashiCorp Vault Transit engine wraps AES-256-GCM DEKs. Documents stored as encrypted ciphertext — keys never at rest in plain text.
Strict tenant_id scoping on every query. Middleware-enforced isolation makes cross-tenant data access architecturally impossible.
TOTP two-factor authentication required for all admin and staff accounts. RFC 6238 compliant, compatible with any authenticator app.
HTTP-only, Secure, SameSite=Strict cookies. Server-side session store — no JWT in localStorage, no XSS attack surface.
Cost factor 12 bcrypt for all passwords. Salted, one-way hashing — passwords are never stored or recoverable in plain text.
Every action permanently logged with timestamp, actor, IP, and details. No UPDATE or DELETE on audit_log — ever. Exportable for compliance.
All traffic encrypted in transit. HSTS headers, modern cipher suites. Data never travels unencrypted between browser and server.
AI-powered audit log analysis detects unusual patterns, bulk downloads, login anomalies, and potential breach indicators automatically.
Three purpose-built portals, each designed for its audience — clients, firm staff, and platform operators.
A clean, simple interface that clients use to securely exchange documents, sign agreements, and communicate with their accountant.
The operational hub where your team manages clients, documents, tasks, communications, and accounting integrations — powered by 22 AI tools.
The highest-privilege console for provisioning and managing all tenant organisations, platform settings, branding, and AI configuration.
Native OAuth2 integrations with leading accounting and e-signature platforms. No middleware, no extra subscriptions required.
⚠️ DocuSign and Adobe Acrobat Sign integrations require a separate paid API account with the respective provider. eTrustPortal does not include third-party e-signature provider subscriptions.
Choose the plan that fits your firm. Every plan includes secure document storage, the client trust portal, e-signatures, and full audit logging.
Available on all paid plans. Add only what you need.
Join accounting firms using eTrustPortal to protect client data, streamline workflows,
and deliver a better client experience — powered by AI.