myPortal
A proprietary, accessible-anywhere, document transfer and storage portal unlike any engagement management software in the industry.
Improve productivity
Increase transparency
Streamline collaboration
Technology that elevates.
HoganTaylor is committed to investing in innovative technology that improves the efficiency of service and reduces the burden placed on clients throughout engagement processes. That is why we developed myPortal, a new, accessible-anywhere, document transfer and storage portal designed specifically to manage complex financial projects like audits, reviews and tax returns.
Simple
myPortal is simple to use, we’re making it easier all the time!
Workflow
Project Management will make our job (and our clients job) easier.
Communication
Centralized communication reduces duplicate requests.
Save Time
Save time by the built in automation features.
Features You'll Love
✓ State of the art security for peace of mind
✓ Clickable dashboards provide instant insight into performance
✓ User Management. Easily know who has access to what
✓ Multiple files of any type can be drag & dropped directly into requests
✓ Smart workflow management improves transparency
Questions
myPortal provides the client and engagement team with one central platform for collaboration and communication, which gives all involved the opportunity to participate and contribute to the success of the engagement. Through this web-based platform, clients and engagement team members can view documents, communicate with one another, make requests, and monitor the status of the engagement, all in a secured environment.
Getting started is easy. If you have questions or need assistance, contact a member of your engagement team or email us at support@myportal.team.
