Client Portals

Branded portals that clients actually use — magic-link login, document upload, real-time status, and the design choices that drive adoption.

1 article on this topic.

blog

Pixie vs Karbon vs TaxScout: Which Practice Management Software Wins for CPA Firms?

Most pixie vs karbon comparisons stop at feature checklists — but CPAs shopping in 2026 need to ask a harder question: does the platform think? This three-way comparison breaks down task management, client portals, document workflows, and pricing across Pixie, Karbon, and TaxScout so you can make an informed decision before tax season hits.

12 min