Start your Accounting Portals trial

Accounting services are made easier with Judo Portals, a secure and easy way to request and share documents and questionnaires with clients. Perfect for accounting, financial due diligence, and other sensitive transactions.

Start for Free

The Best Experience for Your Accounting Clients

Make client intake effortless, organized, and stress-free for accountants.

Janet

Tax Client

Before Judo:
Tax season was a mess. I was buried in emails, scrambling to find documents, and always worried something important would slip through the cracks.

After Judo:
Judo made tax season stress-free. I can upload everything in one place, stay on top of tasks, and never worry about missing a document. It’s simple, organized, and gives me peace of mind.

Alana

CPA

Before Judo:
Managing taxes was chaos. Clients would send the wrong documents, and I spent way too much time chasing them down.

After Judo:
Judo turned tax season into a breeze. Everything’s organized, clients upload docs directly, and I can focus on what matters—delivering accurate returns without the stress.

See Judo in Action

Keep Accounting Clients on Track with Smart Checklists

No more back-and-forth emails. Judo guides clients step by step, so they know exactly what to do. In-app chat lets you provide instant support when needed.

Reduce Errors with Adaptive Accounting Questionnaires

Ensure accurate, complete submissions the first time. Judo’s smart forms include tooltips, validation, and clear instructions—so clients never get stuck.

Save Time with Ready-to-Use Accounting Templates

Jumpstart your workflow with pre-built templates for accounting professionals—or customize your own for even greater efficiency.

Stay Organized with a Centralized Accounting Dashboard

Track requests, manage documents, and monitor progress—all in one secure place, giving you full visibility and control.

Save time with your own AI Copilot

Work smarter, move faster, and get 10x more done.

Max Blackwood

Your AI Copilot

I'm here to take the busywork off your plate. I can build questionnaires, create checklists, and help you manage clients—so you can focus on what really matters. Anything you can do in Judo, I can handle for you.

Flexible Pricing to Suit Your Business

Scalable pricing designed to grow with you, whether you’re just starting out or already established.

Solo Business Enterprise
For individuals running a small business with basic needs For small to medium-sized businesses with multiple employees requiring access to data rooms For high volume data room use
Base price/month
$75 $250 $1000
Included Studio users
1 5 25
Price per additional user
$50 $50 $50
Number of active data rooms
100 250 500
Price per additional data room
$10 $10 $10
Client participants per data room
2 10 25
File storage included per data room
50MB 250MB 500MB
Data retention
1 year 3 years 5 years
Organization features
Studio users edit templates, create data rooms and share out to clients
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Assign tasks to Employees or Data room viewers
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“Need to know” restrictions within the dataroom for sensitive information (e.g., payroll)
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AI Features
AI Assistant can answer domain-specific questions in the studio
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Copilot: Assistant can manage the workspace for you
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Automatically tag files by document type (specific tax form, bank statement, etc) - Coming soon
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Start for Free

See how simple it can be—no commitment required.

Start your Accounting Portals trial

Accounting services are made easier with Judo Portals, a secure and easy way to request and share documents and questionnaires with clients. Perfect for accounting, financial due diligence, and other sensitive transactions.

Start for Free

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Get in touch for a guided tour.

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