Assure One Client Portal

Assure One is the secure client portal that keeps you connected to your accounting firm — wherever you are.

Built for the clients of modern tax, audit, and bookkeeping firms, Assure One brings everything you need into a single, beautifully simple mobile app. No more digging through email threads or logging into clunky websites. See exactly where your work stands, share what your firm needs, and stay in the loop — all from your pocket.

Everything in one dashboard. Open the app to a clear, at-a-glance view of what's happening across your accounts — outstanding items, recent activity, and what needs your attention next. Pull to refresh for the latest, always.

Follow your tax work in real time Track the progress of your engagements from start to finish. See each stage, understand what's needed from you, and know exactly when your work is moving — no guessing, no chasing.

Documents, organized and secure Browse, view, and manage the documents your firm shares with you, and send back what they request. Everything is encrypted and tied to the right account, so the right files are always in the right place.

Message your firm directly Have a question? Send a secure message and get answers without leaving the app. Conversations stay attached to your account, with real-time updates so you never miss a reply.

Pay invoices in seconds Review your billing and settle invoices securely right from your phone, powered by Stripe. Clear, simple, and safe.

Stay notified Get timely alerts when something needs your attention — a new document, a message, an invoice, or a status change — so nothing slips through the cracks.

Built for multiple accounts Manage personal, business, and family accounts from a single login. Switch between them instantly, with the right permissions applied to each.

Security you can trust Your data is protected with industry-standard encryption. Login is secured with a one-time passcode, and your credentials are stored safely in your device's secure keychain — never in plain text.

Why Assure One?

• One app for tax work, documents, messages, and billing
• Real-time updates — always fresh, never stale
• Multi-account access with a single secure login
• Clean, fast, mobile-first design
• Bank-grade security and privacy

Assure One is provided to you by your accounting firm. To get started, sign in with the email your firm has on file.