Accounting,
beautifully simplified.
Say goodbye to messy email threads and lost attachments. Welcome to your custom, real-time financial command center.
Your business,
at a glance.
Our intelligent dashboard acts as your financial GPS. See exactly where your payroll, sales tax, and monthly bookkeeping stand in real-time. No more guessing.
- Real-time Progress: Live status indicators for every service.
- Action Alerts: Never miss a deadline with automated overdue banners.
Payroll
Period: Mar 1-15
Sales Tax
March Return
Bookkeeping
March Statements
"Virani CPA's portal saves me 3 hours of digging through emails every month. I just log in and see exactly what they need from me. Everything is in one place."
Michael T.
E-commerce Founder
Upload Complete
W-2 Form.pdf
Secure Document Vault
Drag and drop your tax documents here. End-to-end encrypted.
Email is out.
The Vault is in.
Never email a sensitive tax document again. Our secure document vault allows you to snap a photo from your phone or drag-and-drop from your desktop directly to our team.
- Bank-Level Security: 256-bit encryption protects your identity.
- Mobile Friendly: Upload directly from your phone's camera roll.
Know exactly what
we need from you.
Your time is valuable. We consolidated all communication into clear, actionable checklists and simple progress trackers.
Account Health
Looking great! Only 1 item pending.
See the Portal in Action
A completely custom-built platform designed specifically for Virani CPA workflows. No generic software.
Business: Sales Tax Reporting
See how fast and simple it is to submit your monthly gross sales in a secure, organized ledger.
Dashboard
Good morning, John 👋
May 2026·Apex Manufacturing
Individual: Tax Preparation
Upload documents securely and visually track your tax return status from "Received" to "Finalized".
Dashboard
Good morning, Alex 👋
Tax Return Progress
Frequently Asked Questions
Common questions from new clients about our technology.
Is my financial data secure?
Absolutely. We use bank-level 256-bit encryption for all data transmission and storage. Your documents are housed in a secure vault, ensuring your sensitive financial information is never exposed in vulnerable email chains.
How do I get an account?
Every Virani CPA client receives a custom-built portal during our onboarding process. Once you sign your engagement letter, our team provisions your secure account and sends you an encrypted invitation link to log in.
Do I have to use the portal?
We highly recommend it for its speed, security, and the simple fact that it keeps all your tasks and documents impeccably organized. However, we always accommodate our clients' preferences if alternative secure methods are needed.
Ready to upgrade your financial back-office?
Join the business owners who have traded email chaos for our streamlined, tech-forward accounting experience.
Schedule a Free Consultation