Smart Upload
Upload batches of files and match them to clients using deterministic rules instead of risky fuzzy acceptance.
Built for accounting, tax, and professional service firms
Secure client document delivery without the portal chaos.
SimpleBlue gives your business a clean, secure client portal for documents, messages, and Smart Upload matching — so your team spends less time chasing files and more time serving clients.
SimpleMinimal UI your clients can actually use.
SecureRole-based access and encrypted delivery.
FastSmart Upload reduces manual assignment work.
DocumentsClient Portal
Secure Delivery
2025 Tax Return.pdfMatched by Smart Upload
Quarterly Financial Packet.pdfVisible to selected client users
Payroll Summary April.pdfShared with message thread
Engagement Letter.pdfOrganized in the document library
Features
Everything your team needs to deliver documents and communicate clearly.
SimpleBlue keeps the experience focused: documents, messages, clients, and safe batch operations.
Client Portal
A clean end-user experience with only what clients need: documents, messages, and a simple profile menu.
Document Library
Search, page, configure columns, archive, delete, assign, and manage document statuses quickly.
Messaging
Threaded client conversations help reduce email clutter while keeping context in one place.
Client Import
Import existing clients from CSV or Excel with mapping, preview, and safe commit behavior.
White-label friendly
Business name and branding cues make the portal feel like your own workspace, not shared SaaS clutter.
Why SimpleBlue
Built to save time, not become another system to manage.
Many client portals are overloaded with workflows, modules, and confusing admin screens. SimpleBlue is intentionally focused on the daily work professional firms repeat constantly.
Replace scattered email attachments with secure document delivery.
Reduce manual file assignment with Smart Upload matching.
Give clients a clean portal that does not require training.
Keep admin tools powerful, but not cluttered.
Prepare for future integrations without bloating the MVP.
Security
Secure, practical, and business-ready.
SimpleBlue is designed around controlled access, encrypted transport, secure cloud storage, and auditable business operations.
Encrypted access
HTTPS-only production access with modern authentication patterns.
Role-based portals
Separate experiences for platform admins, business admins, and client users.
Safe matching
Smart Upload accepts only confident matches and blocks ambiguous file assignments.
Pricing
Simple pricing for firms that want momentum.
Start with a guided trial. Choose a plan when the portal is proving value for your team.
Starter
$99
For small firms getting client delivery under control.
- Document portal
- Client messaging
- Smart Upload
- Core admin tools
Professional
$199
For growing firms that need more room and support.
- Everything in Starter
- Expanded storage
- More admins/users
- Priority onboarding
Growth
Custom
For teams with migration or integration needs.
- Assisted migration
- Integration planning
- Custom onboarding
- Dedicated support
FAQ
Questions firms usually ask first.
Who is SimpleBlue for?
SimpleBlue is built for professional firms — especially accounting, tax, consulting, financial, and client-service businesses — that need secure document delivery without heavy enterprise software.
Is this a replacement for tax or accounting software?
No. SimpleBlue complements those systems by giving your staff and clients a cleaner way to exchange documents and messages.
Can I import my existing clients?
Yes. Business admins can import clients from CSV or Excel and map fields before committing the import.
Will SimpleBlue support integrations?
Integration endpoints are a planned differentiator so approved systems can deliver files directly into the portal without manual upload steps.
Give clients a portal that feels simple from day one.
Start a guided trial and see how SimpleBlue can reduce email chaos, manual uploads, and client confusion.