Every client in DarkLion gets their own secure portal — a private web app where they can interact with your firm without email. The portal is the client-facing side of DarkLion.
What Clients Can Do
- View & Download Documents — See all documents your firm has delivered to them, organized by year and category. New documents are highlighted with a ✦ NEW badge.
- Send & Receive Messages — Secure messaging with your firm. No email required for sensitive communication.
- Upload Documents — Clients can upload files directly to their own record (tax returns, W-2s, statements, etc.).
- Submit Financials — For business clients, they can connect QuickBooks or upload P&L and Balance Sheet PDFs directly to their advisor.
- Tax Organizer — Complete a personalized checklist of documents to upload for tax prep.
- Sign Returns — E-sign tax returns and engagement letters from within the portal.
Portal Structure
The portal is organized around tabs:
- Overview — Summary of their account, recent activity, any items requiring attention
- Personal Documents — Documents attached to them as an individual
- Organizers — Their tax organizer checklists
- Messages — Secure chat with your firm
- Business Tabs — One tab per Company they have access to (documents, bookkeeping, financials)
Portal URL
The portal lives at darklion.ai/client-login (or your custom domain if configured). Each client logs in with the email address you have on file for them.
Staff and client logins are completely separate. A client cannot access any staff screens, and staff tokens don't work on the client portal. There is no overlap.