Client Portal

EFFECTIVE APRIL 1, 2025:  LOBLOLLY SOLUTIONS HAS TRANSITIONED TO A NEW CLIENT PORTAL, WHICH LEVERAGES TAXDOME!  IF YOU HAVE NOT RECEIVED YOUR NEW PORTAL INVITATION, PLEASE REACH OUT TO US SO WE CAN SEND YOU THE SECURE INVITATION!

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Client have on-demand access to the files and information they need — when they need them. The Client Portal allows clients to view documents through a secure web-based portal.

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The Client Portal also allows for exchange of documents, collecting digital signatures, invoicing and offers a secure communication ecosystem.

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The Client Portal is a very user-friendly software and even provides the user with a mobile app option.