Denari Portals
A frictionless front door for every client.
Clients send and retrieve documents without a password. A simple, branded place to exchange files, sign, and pay, without endless email chains.
One simple place for every client exchange.
Document gathering & sharing
Request exactly what you need and let clients upload it in one place, then share finished files back through the same secure portal.
Powered by Denari Documents →Return delivery & signature
Deliver finished returns and engagement files back through the same portal, and collect signatures right where clients receive them.
Billing & payments
Invoice and collect payment as part of delivery, so getting paid stops being a separate chase.
Powered by Denari Flows →Built for clients, not just firms.
Passwordless login
Clients don’t need to remember a password.
Available anywhere
Desktop or mobile, on the go.
Easy to use
Designed to be accessible to all levels of technical comfort.
Security
Explore Denari security →Certifications & audits
SOC 2 Type II
Independently audited for security, availability, and confidentiality.
ISO 27001In progress
Certified information security management for the Denari platform.
ISO 42001In progress
Certified AI management for responsible AI development and governance.
Data residency & compliance
US-only data residency
All data stored and processed exclusively within US-based infrastructure.
IRC §7216 & §6713
Compliant with tax-return-information disclosure rules by default.
Written Information Security Plan
Formal WISP aligned with IRS, FTC Safeguards, and GLBA.
Data security
Encryption
Encrypted at rest and in transit, with dual-layer server-side encryption (DSSE) for documents.
AI data privacy
Firm and client data is never used to train AI models.
Ready to learn more?
Book an introLearn more
Set up time with the Denari partnerships team to learn more about the Denari platform and to assess fit.
Onboarding
Denari understands that only half of a good software experience is good software. The other half comes from detailed, hands-on implementation that gets you and the entire team on the same page.
Support
Our partner support is very important to us. Instead of using AI to provide low-quality support, we use AI to provide higher quality and quicker support from real US-based people on the Denari team.