Badger Client Portal
A white-label portal system that transforms how accountants and auditors collaborate with clients.
Badger streamlines document collection, task management, and client communication in a secure, efficient platform designed specifically for accounting professionals.
Comprehensive Portal Features
Everything you need to manage client relationships, streamline workflows, and improve efficiency
Key Features
Secure Document Collection
Engagement Management
Intelligent Task Management
Smart Document Management
Secure Messaging
Client Collaboration
Low-Cost Payment Processing
Secure Document Collection
Collect forms and documents from clients in a highly secure environment. All files are encrypted and transmitted through secure channels.
Secure Document Collection
The Technology Behind Badger
Built with modern, secure technologies focused on integration rather than reinvention
Our Philosophy
Unlike other portal providers that reinvent the wheel, Badger is built on the principle of leveraging the best existing technologies and integrating them seamlessly.
Our development team focuses on creating a reliable, secure platform by building on established technologies rather than creating proprietary systems that introduce unnecessary risks and costs.
This approach allows us to deliver a more stable product, faster updates, and better integrations with the tools accounting professionals already use every day.
Why We Don't Reinvent The Wheel
- ✓Improved security through battle-tested systems
- ✓Lower costs passed on to clients
- ✓Better compatibility with your existing workflow
- ✓Faster feature development and updates
- ✓Reduced learning curve for users
Our Technology Stack
Core Development
TypeScript
Type-safe code for reliability and maintainability
React & Next.js
Modern, responsive interface with server-side rendering
Node.js
Scalable backend services with high performance
Authentication & Security
OAuth & MFA
Leveraging existing authentication standards for security
End-to-End Encryption
Secure data transmission and storage protection
Integrations
Microsoft 365 & SharePoint
Seamless document integration with Microsoft ecosystem
Survey.js
Advanced form creation and data collection
CPACharge
Low-cost, reliable payment processing
Security First Approach
Security is at the core of Badger's design. From end-to-end encryption to OAuth MFA integration, every aspect of our platform is built with security as the priority.
Our APIs connect securely to Microsoft 365 and SharePoint, ensuring your documents remain protected while enabling seamless collaboration with clients.
Why We Chose These Technologies
- TypeScript provides type safety that reduces errors and improves code reliability
- Microsoft 365 integration lets you leverage existing investments
- CPACharge integration provides the lowest processing fees in the industry
Badger in Action
See how Badger transforms the client experience with our intuitive interface
Admin Dashboard
Comprehensive overview of client activity, tasks, and important metrics
Task Manager
Create, assign and monitor tasks for clients and team members
Secure Messaging
Encrypted communication with clients with full history and file sharing
See how Badger can transform your client experience and streamline your workflow
Simple, Transparent Pricing
Choose the plan that works best for your practice
Starter
Perfect for small accounting firms
Features include:
- White-label client portal
- Secure document collection
- Task management
- Digital signatures
- Client messaging
- Basic automation
- Up to 50 clients
Limitations:
- Email support only
- No custom workflows
- Basic reporting
Professional
Ideal for growing accounting practices
Features include:
- All Starter features
- Custom branding
- Advanced workflow automation
- Microsoft 365 integration
- Payment processing
- Client delegation
- Document auto-labeling
- Up to 150 clients
- Phone support
Enterprise
For established firms with advanced needs
Features include:
- All Professional features
- Unlimited clients
- Custom API integration
- Advanced analytics
- Multi-firm management
- Dedicated success manager
- Priority support
- Custom development options
- Training & onboarding
Frequently Asked Questions
Is my data secure with Badger?
Absolutely. Badger employs end-to-end encryption, OAuth MFA, and follows industry best practices for security. All data is encrypted both in transit and at rest, and we maintain rigorous security protocols that exceed industry standards.
Can I customize the portal with my firm's branding?
Yes, all plans include white-labeling capabilities. You can add your logo, customize colors, and create a branded domain. Professional and Enterprise plans offer additional customization options including custom email templates and portal layouts.
How does Badger integrate with my existing systems?
Badger integrates seamlessly with Microsoft 365 and SharePoint, allowing for document synchronization and single sign-on. The Professional and Enterprise plans also support custom API integrations with practice management systems and other accounting software.
Is there a limit to the number of documents I can store?
All plans include generous storage allocations. The Starter plan includes 50GB, Professional includes 200GB, and Enterprise includes 1TB with options to purchase additional storage. There are no limits on the number of documents you can store within your allocation.
Have more questions? We're here to help.
Ready to transform your client experience?
Join hundreds of accounting firms who have streamlined their workflow with Badger
More Solutions