1
Add a client
Create a client record, invite the right contact, and start with one real exchange instead of a long configuration project.
For CPA, tax, accounting, bookkeeping, and professional service firms
A simpler, safer way to exchange client documents.
SimpleBlue gives your firm a clean place to send sensitive documents, collect client uploads, exchange messages, and confirm follow-through — without pushing staff or clients into an oversized practice management system.
SimpleFocused enough for real staff and clients.
SecureBuilt for sensitive client documents.
ConnectedDocuments, messages, activity, and client follow-through in one place.
Client exchangeDocuments + messages + confirmation
Secure delivery
2025 Tax Return.pdfUploaded by staff · client not yet viewed
NewEngagement Letter.pdfOpened through secure SimpleBlue route
ConfirmedMissing W-2.pdfUploaded by client · ready for staff review
Client uploadQuarterly Packet.pdfDelivery activity tracked on the document
TrackedFast time to value
From trial signup to first secure exchange in minutes.
The first win should be easy to understand: add a client, upload a document, send a message, and see the client experience in minutes — not weeks.
2
Deliver documents securely
Send tax returns, engagement letters, statements, and client files through authenticated portal access instead of email attachments.
3
See what happened
Keep messages, uploads, acknowledgments, and delivery activity connected to the client record so staff know what needs attention.
Why firms use it
Less chasing, fewer portal questions, and a better client impression.
SimpleBlue is designed for the real back-and-forth work around client documents: sending files, requesting missing items, confirming receipt, and keeping staff from digging through email threads.
Reduce repeated upload steps, password-protected attachments, and manual “did they get it?” follow-up.
Give clients one focused place for documents and messages without overwhelming them with unnecessary screens.
Help staff see what was uploaded, opened, downloaded, and acknowledged.
Use Smart Upload and client imports to reduce repetitive setup and document assignment.
Start simple, then grow into practical integrations and productized workflows without becoming a BPM platform.
Security and trust
Security your clients can trust and your IT reviewer can understand.
SimpleBlue is built around authenticated access, workspace isolation, and document activity visibility. The goal is practical security that is clear to firm owners, staff, clients, and technical reviewers.
✓
Authenticated delivery
Client documents are accessed through signed-in portal sessions instead of public links or email attachments.
✓
Delivery confirmation
Staff can see document activity such as upload, open, download, and acknowledgment events when confidence matters.
✓
Workspace isolation
Each firm workspace is logically separated so users only access the clients and documents they are authorized to see.
Simple. Secure. Connected.
Connected means more than another portal.
Connected means clients, staff, documents, messages, and follow-through stay organized around the engagement instead of scattered across inboxes and file shares.
Connected to clientsDocuments and messages stay organized around the client exchange instead of buried in inboxes.
Connected to firm operationsStaff get clearer status, audit history, and next-step visibility without adding enterprise complexity.
Connected to future systemsSmart Upload, imports, routing, APIs, and practical integrations can reduce manual work without turning SimpleBlue into a development platform.
How SimpleBlue is different
Built as the focused client engagement layer, not another system to run your firm.
Many accounting tools are excellent when you need full practice management or document management. SimpleBlue is intentionally narrower: secure document exchange, messaging, client uploads, and delivery confidence that small firms can adopt quickly.
TaxDome
Strong all-in-one practice management with portal, mobile app, signatures, chat, invoicing, reminders, CRM, and storage.
SimpleBlue difference: A lighter path when you do not want to move your whole practice into a new operating system just to improve secure client exchange.
Canopy
Robust accounting practice management with CRM, document management, portal, workflow, time, billing, payments, and tax-practice tools.
SimpleBlue difference: Start with the secure client back-and-forth instead of a broader practice-management rollout.
SmartVault
Accounting-focused document management and secure file sharing with client portal workflows, document collection, delivery, and archival capabilities.
SimpleBlue difference: Emphasizes a calm connected engagement experience: documents, messages, acknowledgments, and follow-through together.
Early pricing direction
Simple plans with clear value.
Start with a guided trial. Early customers can activate manually while automated billing is finalized. Pricing is intended to stay easy to understand, with annual commitment options and simple monthly equivalents.
Starter
$99/mo
For small firms getting secure client delivery under control.
- Document delivery
- Client messaging
- Core admin portal
- Basic Smart Upload
Professional
$199/mo
For growing firms that need more room and onboarding support.
- Everything in Starter
- Client import
- Expanded Smart Upload
- Priority onboarding
Growth
Custom
For teams with migration, higher volume, or integration needs.
- Assisted migration
- Integration planning
- Advanced security/audit needs
- White-glove launch support
FAQ
Questions firms usually ask first.
Who is SimpleBlue for?
SimpleBlue is built for professional firms — especially CPA, tax, accounting, bookkeeping, consulting, and client-service businesses — that need secure client engagement 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 clients actually use it without training?
That is the point. The client portal is intentionally minimal and focused on documents and messages so clients do not feel lost inside a shared SaaS platform.
What kind of return should we expect?
The clearest return is reduced administrative friction: fewer sensitive email attachments, fewer repeated upload steps, fewer client portal questions, and better visibility into what clients have actually received.
Will SimpleBlue support integrations?
Yes, but in a disciplined way. Smart Upload, imports, routing, and future APIs are meant to reduce manual work without turning SimpleBlue into a custom development platform.
Request more information
Want to see if SimpleBlue fits your firm?
Tell us what you are trying to improve — secure document delivery, client uploads, portal adoption, security review, or staff follow-up time. We’ll respond with a practical next step.
Quick inquiry
This static preview uses email. The live app can post this form through the SimpleBlue site contact endpoint.
Start with one secure client exchange.
Try SimpleBlue with a guided onboarding flow designed to help your firm add a client, upload a document, send a message, and see the client experience quickly.