Empower Clients and Stay in Control with Smart, Personalized Customer Portals

Your customers expect efficiency—Trisk Customer Portals deliver it. Get a real-time, fully
customizable view of tasks, workflows, and client progress—all in one place. Built for professional
services, Trisk eliminates inefficiencies, reduces manual back-and-forth, and ensures nothing gets
missed. Clients stay informed while your team stays in control with full visibility into tasks,
approvals, discussions, and deadlines—fully aligned with role-based access and permissions.
Stay on top of what matters. Keep clients engaged. Deliver seamless service.

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78% Demand Faster Service

78% of service professionals say customers seem more rushed, highlighting the importance of self-service options provided by customer portals. (Salesforce)

80% Expect Instant Access

80% of consumers rank speed and ease of access as top priorities of a positive customer experience, underscoring the value of customer portals in meeting these expectations. (PwC)

30% Cost Reduction

Organizations implementing automation technologies begin to see operational cost reductions within the first year, with savings growing up to 30% as automation scales. (McKinsey)

What is Trisk Customer Portal?

The Trisk Customer Portal keeps clients and teams in sync effortlessly. It provides a structured, always-accessible space for approvals, progress tracking, and secure document management.

Instead of juggling emails and fragmented systems, clients can independently access real-time updates, submit requests, and collaborate with your team—all within an organized, permission-based environment.

For professional services, this means fewer delays, greater accountability, and a smoother client experience—ensuring work flows effortlessly from request to completion.

Customizable widgets – Tailor your dashboard with task summaries, client progress, and upcoming deadlines for instant clarity.
Smart task management – See your tasks, company-wide tasks, and client tasks in real time with color-coded urgency indicators.
Workflow-integrated notifications – Track approvals, co-working invites, returned tasks, and document actions—all in one place.
Role-based access – Users only see what’s relevant to their responsibilities, ensuring efficiency without distractions.
Live status updates – The dashboard updates in real time, keeping you informed without refreshing or manual tracking.

One portal. Complete control.

Use Customer Portals for:

Real-Time Workflow Management

Instant Alerts for Approvals

Deadlines & Client Actions

Live Task Tracking

Task Prioritization

Deadline Management

Performance Insights

Enterprise-Grade Security & Compliance

Your data security is our top priority. Trisk follows industry-leading standards to protect sensitive
information and ensure regulatory compliance.

SOC 2 Type II

Strict organizational controls to safeguard your data, the privacy of your clients and maintain confidentiality.

PCI DSS via Stripe

Secure payment processing ensures cardholder data protection with Stripe’s PCI DSS compliance.

HIPPA readiness

Designed to protect the privacy and security of patient health information in healthcare-related workflows.

GDPR readiness

Regulates responsible handling of personal data for EU-based clients.

FINRA readiness

Financial industry standards to support compliance in regulatory environments.

What our Customers say

Without Trisk, managing our current volume with our lean team would be impossible. Trisk’s workflows automate our business processes, involving our tax professionals only when their expertise is most impactful and efficient. Their workflow tools ensure we maintain strong controls and accountability while offering the flexibility needed to support our business growth.

Dave Brehmer

Director of Operations & Finance @ VPTax

The Trisk platform has changed the game for Blue Sky Business Resources. The automation and workflow functionality have allowed us to increase our direct engagement with clients many times over, and the development team is unsurpassed for responsiveness and delivery. We simply could not be better served!

Jason Tuzinkewich

Chief Operations Officer @ Blue Sky Business Resources

Trisk allowed us to reduce costs, establish streamlined processes (SOX-friendly), increase staff awareness and knowledge, and accommodate our rapid growth. We haven’t yet found the limit of Trisk’s capabilities

Jeff Mack

Former CFO @ Outset Medical

It's easy to use. It's all there. We're not near using the full potential of Trisk and it's already transforming how we do things. We're able to reduce the burden (on school staff), allow them the ability to get out their information to all the necessary parties such as first responders, fire, police, etc. and we're able to do it quickly.

Bob Klausmeyer

Education Safety Coordinator @ Missouri School Boards' Association

The workflows VPTax crafted in Trisk is what drives our industry-beating margins. This synergy not only drives financial success but also grants me the freedom to focus on what truly matters. Trisk automatically serves up my tasks, eliminating the need for constant tracking and unleashing unparalleled efficiency.

Stephen Day

Senior Tax Director & Principal @ VPTax

Trisk is a great way to set standard practices in the process... and make sure everyone follows them.

Mila Pandit

Team Lead - Tax Processing Center @ VPTax

Discover Trisk in Action

Learn how businesses like yours leverage Trisk to streamline workflows, enhance collaboration, and achieve their goals. Discover real-world success stories and innovative ways Trisk transforms operations for maximum efficiency.

Solving Corporate Tax with Trisk

Meet VPTax, a corporate tax firm based in Silicon Valley that skyrockets its operations using Trisk.

School Safety Coordination with Trisk

Discover how Trisk helped MSBA deliver quality, compliant school Emergency Operating Plans.

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More Reasons to Love

Excel-compatible Forms

Optimize data collection and processing with dynamic, Excel-compatible forms supporting over 450 formulas. Enhance accuracy and speed in financial reporting, budgeting, and compliance tasks.

Encrypted Documents Storage (Garage)

Store all your business-critical files securely with unlimited storage space, ensuring easy access and reliable backups.

Questions and Answers

What is a customer portal in business software?

A customer portal is a secure, self-service tool that gives businesses and clients real-time access to their tasks, documents, approvals, and requests. It eliminates back-and-forth emails and manual follow-ups, ensuring faster communication and smoother collaboration. An overview of tasks, data, and key performance metrics—helping teams manage workflows, track progress, and make data-driven decisions.

How does Trisk Customer Portals improve client interactions?

Trisk Customer Portals give users full visibility into their requests, approvals, and documents, reducing the need for manual updates. This keeps your team focused on high-value work instead of handling repetitive inquiries.

Can clients track their requests in real time?

Yes! Clients can instantly see the status of their tasks, approvals, and document submissions, ensuring transparency and faster turnaround times.

Can I control what clients see and access?

Absolutely. Trisk supports role-based permissions, so you decide what information each client can view, edit, or approve.

What happens if a client misses an update?

Trisk Platform automatically sends real-time notifications, reminders, and past-due notices for pending approvals, expiring deadlines, and important updates—ensuring nothing falls through the cracks.

How does Trisk ensure I never miss a critical task?

The colored alert band at the top of your Customer Portal highlights urgent approvals, returned tasks, and document actions—so nothing slips through the cracks.

Can I track company-wide tasks, not just my own?

Yes, Trisk provides role-based access, allowing you to see your tasks, company-wide tasks, and client-related tasks in one centralized view.

Is Trisk Customer Portas suitable for professional services firms?

Yes! Trisk is built for professional services, offering real-time client tracking, workflow automation, and compliance-ready data visibility.

Can I customize my Customer Portal?

Yes, Customer Portals are fully customizable with widgets for task tracking, client progress, notifications, and upcoming deadlines—so you always see what matters most.