Client portal, documents and
payments – all in one place

InterPaid combines your entire client flow into one central hub,
accessible from anywhere.

Business Overview

Instant view of your performance & where
your attention is needed.

Client Portal

The best client portal your clients ever did
see. Custom branded for your firm.

Document Management

Access all documents from any device, any
time.

Bills & Payments

Lock documents pending payment. Accept
credit cards. Send invoices automatically.

Manage Your Team

Assign staff to work on specific clients.
See performance for each team member.
Control access rights – like a boss.

Business Intelligence

World-class reporting.
See all aspects of your business.
Real time statistics and flexible analytical
tools.

Email Integration
Document Management
Task Management
Notifications
Works with All Tax Programs
Accept Payments Online

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