Special Offer for Tax Professionals

RelaNet is pleased to offer 60 days of free service exclusively to members of participating organizations.

60 Days of Free Service

RelaNet is pleased to offer an exclusive discount to members of participating professional organizations. Sign up for RelaNet through this page and receive 60 days of free service. This is your chance to get all the online tools you need to run a modern tax and accounting business, and at a discount! Best of all, since there are no contracts and RelaNet offers a 30-day money back guarantee, there’s absolutely no risk to signing up for the virtual office services your business needs.

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The Done-for-You Virtual Office for Small Tax and Accounting Firms

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Client Portals

Easily and securely share electronic documents with clients. Online tax organizers deposit client responses and files directly in your client portal.

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Electronic Signatures

Request legally binding signatures on contracts, Form 8879, and other documents without having to shuffle paper or schedule in‑person meetings.

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Video Conferencing

Screen sharing, online meetings, and web conferencing that’s private and easy to use. Meet with a client, or hold a group call for your entire team.

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Websites

Our modern, attractive websites make a great impression. Features like online payments and appointment scheduling help you serve clients more efficiently.

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Email

Email addresses branded with your firm name give an impression of stability and reliability every time they are used.

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Productivity Tools

Built-in calendars and contact management keep client information at your fingertips. Kanban-style project management keeps you on track.

Client Newsletters

Monthly newsletters delivered straight to your customers’ email inboxes help you retain clients and keep your firm top of mind.

Team Collaboration

Team chat provides immediate access to your staff. Share calendars and assign tasks to individual team members or groups that you define.

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All-Inclusive Service

RelaNet takes the hassle out of online services by handling all the setup, maintenance, and training. You tell us what you want and we’ll take care of it.

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What Our Customers Say About Us

I cannot tell you how happy am I am with my RelaNet website and client portal. Information is coming in so much easier, and now it’s traceable!

Tom Erlewein
Erlewein & Haynes

The client portal is working out perfectly. We’re really happy with it. We’ve also received many compliments on our website and have even seen an uptick in new unsolicited business because of it.

Alexander Andorfer
Leonard J. Andorfer & Co.

RelaNet services have made managing my website content and client communications seamless. RelaNet’s work has attracted several prospects, and many of them converted to clients.

Robert Pioso
Rich Coast Accounting

Websites Customized Just for Your Firm

Choose the Right Plan for You

60 Days Free. Cancel Any Time.

Basic

$29

per month

1 user

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Comprehensive
all-inclusive service

Customized website

Branded domain

Business

$49

per month

1 user

⁠

Everything from the
Basic plan, plus…

Client portal with
unlimited client accounts

Branded email account

Productivity tools including webmail, contacts, calendars, and project management

Online appointment scheduling

Online credit card payments

Live online training

Get in Touch to Learn More

It can be hard to find the online services your tax business needs, which is why we’re so excited to partner with professional associations like yours. If you have any questions about our services or the discount that we are offering to your fellow members, please let us know.

Use this form to request more information, and a member of the RelaNet team will get in touch to answer any questions you may have.

There’s no charge, no credit card required, and no obligation, so get in touch today and see for yourself just how easy it can be to get set up with the virtual office your firm needs.