Assure One is the secure client portal for people who work with a modern tax, accounting, or audit firm. Stay on top of your engagements, exchange, sign forms, pay invoices, and message your team — all from your phone.
Note: Assure One is provided to you by your firm. You'll receive an invitation to get started — there is no public sign-up.
WHAT YOU CAN DO
• See everything in one place — A unified home feed brings your tax, accounting, and audit work together, so you always know what needs your attention next.
• Track your work — Follow the status of your engagements and returns, from intake through completion.
• Share documents securely — Upload, view, and respond to document requests. Send your firm the files they need without the email back-and-forth.
• Sign electronically — Review and e-sign engagement letters, returns, and other documents right on your phone.
• Pay invoices — View invoices, see what you owe, save a payment method, and pay securely.
• Message your team — Chat directly with your firm and get answers, with new replies delivered as they happen.
• Complete your organizer — Answer your firm's intake questions and provide the information they need to begin your work.
• Manage multiple accounts — Access every business, family, or entity account you're connected to, and switch between them in a tap.
BUILT FOR PRIVACY AND SECURITY
Your information stays protected. Sign-in is verified with a one-time , and your session is stored using your device's secure hardware keystore. Access to each account is controlled by the role your firm assigns you, so you only ever see what you're meant to.
NEED HELP?
Assure One is offered through your tax or accounting firm. If you need help getting access, contact your firm directly and they'll get you set up.