We built the secure document and client management platform that modern accounting firms deserve — combining enterprise-grade security with AI-powered intelligence and a client experience that sets you apart.
eTrustPortal was founded on a single conviction: accounting firms shouldn't have to choose between powerful software and uncompromising security. We built a platform that delivers both — a bank-grade encrypted vault for every document, AI that genuinely reduces workload, and a client portal so polished that your clients notice.
Our team comes from financial services, enterprise security, and SaaS product development. We've seen first-hand the damage that insecure document workflows cause — data breaches, compliance failures, lost client trust. eTrustPortal exists to eliminate those risks entirely.
We are SOC 2 aligned, GDPR-conscious, and obsessively focused on the details that matter: zero-knowledge field encryption, immutable audit trails, multi-factor authentication, and role-based access that keeps every piece of client data exactly where it belongs.
These aren't words on a wall. They're the principles that guide every product decision, every line of code, and every customer interaction.
Every feature is designed with a security-first mindset. We use HashiCorp Vault, envelope encryption, zero-trust architecture, and immutable audit logs — not because compliance requires it, but because our customers deserve it.
Accounting firms are custodians of their clients' most sensitive financial data. We take that responsibility seriously and build every control to protect the trust that firms have spent years earning.
AI features that actually save hours — not parlour tricks. From automated document extraction to AI-drafted client emails and anomaly detection, we build tools that multiply your team's capacity.
Software used every day must be a pleasure to use. We obsess over UX: clean interfaces, logical workflows, and a client-facing portal so polished that clients compliment their accountants for it.
SOC 2, GDPR, HIPAA, CPA board requirements — we bake compliance into the product so your firm doesn't have to bolt it on. Audit trails, retention policies, and access controls are built-in, not add-ons.
We grow when our customers grow. That means honest pricing, responsive support, a public roadmap, and a genuine commitment to making every firm that chooses eTrustPortal more successful than before.
We run the infrastructure that banks trust. You get the simplicity of a SaaS product.
Transit secrets engine for envelope encryption. Every field-level secret is wrapped in a Vault-managed KEK — never stored in application code or config.
All documents and sensitive fields encrypted at rest using AES-256-GCM with authenticated encryption. Separate DEKs per document, rotatable on demand.
All traffic between clients, the portal, and our infrastructure uses TLS 1.3 with strong cipher suites. HSTS enforced. No plaintext data ever traverses the network.
Every action — logins, document access, permission changes, deletions — is written to an append-only structured audit log. SIEM-exportable via streaming.
22 AI features powered by OpenAI GPT-4 with strict prompt engineering, context isolation, and no training on customer data. AI is a tool, not a data risk.
Full tenant isolation at the database and file-system level. Every firm's data is cryptographically separated. One firm's breach cannot compromise another's data.
Native SAML 2.0 support for Okta, Azure AD, ADFS, and PingFederate. LDAP/Active Directory bind authentication. JIT provisioning with group-to-role mapping.
PostgreSQL with Patroni streaming replication, PgBouncer connection pooling, and optional NFS shared storage. Designed for 99.9% uptime with zero-downtime failover.
Five years of building the platform that accounting firms trust with their most critical data.
A focused team from financial services, security engineering, and product design — united by the belief that accounting software can be both beautiful and bulletproof.
Deep integrations with the tools accounting firms already rely on — no rip-and-replace required.
Start your free trial today. No credit card required. Full platform access from day one.