TxFlow
Accountant Portal

Your Clients Upload. You Get Clean Data.

Stop chasing PDF email attachments. Each client gets a private upload link — you get a tidy dashboard of extracted, ready-to-use data.

Built for CPA Firms

The end of "can you resend the PDF?"

Onboard a new client in 30 seconds. Send them one link. Their statements land in your dashboard, already extracted.

  • Unique upload links
    Branded URL per client. No login required for them.
  • Secure transfer
    256-bit SSL. Files encrypted at rest. PDPO compliant.
  • Auto notifications
    Email alerts when new statements arrive.
  • Organized by client
    Every upload sorted by client and statement period.
  • Multi-client dashboard
    See all your clients' statement statuses at a glance.
Client Dashboard
11 statements this week
W&
Wong & Associates
3 new statements
Ready
LT
Lam Trading Co.
1 new statement
Ready
PH
Pearl Holdings Ltd.
2 new statements
Ready
SC
Star Café Group
5 new statements
Ready

Before vs After

What your month-end actually looks like.

Workflow
Before TxFlow
With TxFlow
Statement collection
Email chain, WhatsApp, dropbox
Single secure link
Client effort
Find file → email → wait
Drag, drop, done
Format chasing
Wrong file? Email again.
Auto-validates on upload
Data extraction
Manual retyping
Instant, balance-checked
Handoff to accounting
CSV, copy-paste
One-click Xero / QBO

See the Portal in Action

Book a 15-minute demo. We'll show you how a typical CPA firm onboards 20 clients in an afternoon.

No credit card. No commitment. Cancel anytime.