Every Fosti plan includes a fully white-labeled client portal - your logo, your colors, your domain. Clients interact with your firm, not with Fosti. We stay invisible.
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May 2026 - In Progress
Your returns are being prepared by your tax team.
Estimated completion: May 20, 2026
What clients see
Real-time filing status
Clients see exactly where their filings stand across all states - no email required to find out.
One-click data upload
Clients upload their sales data directly via the portal or an emailed link - no login required option.
Document library
Engagement letters, funding requests, and filing confirmations - organized and accessible without asking.
Nexus monitoring
Clients are alerted before they cross new state thresholds - early warning built into the portal home screen.
Payment visibility
Funding requests are sent through the portal. Clients see payment status per state without calling the firm.
Notices inbox
State notices are uploaded to the portal and tracked. Clients see notice status without email back-and-forth.
Completely white-labeled
Clients never see the Fosti name, logo, or domain anywhere in the portal experience. Every touchpoint carries your firm's identity.
The client portal is not a separate product - it's the client-facing layer of every compliance cycle you run in Fosti. When you send a data request, it appears in the portal. When you close a cycle, the client's status updates automatically. When you upload a filing confirmation, it appears in their document library.
Your team never manually updates client-facing information. The portal reflects the workflow state in real time - zero additional effort on your end.