Fintacs Client PortalFor clients of Etax and Seva
A secure home for your financial life.
Fintacs is your client portal to track work with your accountants, manage documents, and stay ahead of what's needed from you - all in one secure place.
Everything you need in one place.
Stay organized with action items, invoices, documents, and worksheets designed for how you work with your accountant today.
Know what's needed from you
See open action items from your accountant and track the status of your services.
See your invoices in one place
View open and past invoices so you always know what's been billed and what's outstanding.
Share documents
Securely upload documents and tax notices your accountant needs.
Built with security in mind.
Your portal is protected with encrypted connections and role-based access, so only authorized clients see the work meant for them.
Security snapshot
Layered protection
TLS everywhere
All data in transit is encrypted over HTTPS.
Access controls
Only authenticated clients and team members can view portal data.
Firm-by-firm separation
Information stays isolated for Etax and Seva clients.
For clients of these firms
If your accountant works at Etax Corporation, Seva Ltd, or Seva LLP, Fintacs is where you'll find all your work together.
