RelaNet plans come with all the services you need to work remotely and do business online. Simply decide which features you need and then choose a package to match.

Secure Client Portals

Prevent Identity Theft

Millions of Americans are victims of identity theft every year. Help protect clients by using a RelaNet client portal to exchange sensitive information. RelaNet client portals provide you a secure web portal you can use to safely and privately exchange electronic documents with clients.


Private by Design

RelaNet client portals were designed with privacy in mind. You can view all the files you and your clients have uploaded, but clients can only access files that you have shared with them. Best of all, with RelaNet client portals, you’re in control. You decide who sees which files, and who can upload.

Secure Cloud Storage

You can trust that files uploaded to your RelaNet client portal will remain private. Every RelaNet data center has successfully completed an SSAE‑18 SOC 2 audit, all files are protected with strong AES‑256 encryption, and secure connections are enforced to ensure files are encrypted during transfer.

Online Tax Organizers

Online tax organizers allow you to safely collect the information you need to prepare your clients’ tax returns through your website. We’ll convert your tax organizer into an online form for your clients, and their responses as well as any tax forms they upload will be safely stored in your client portal.

Streamline Data Access

You know the drill—a client is applying for a mortgage and needs you to dig up prior year tax returns. RelaNet client portals streamline this process by making it a self-serve operation. Files from prior years stored in a RelaNet client portal can be protected from changes, even though they remain available for clients to download.

Easy to Use

RelaNet secure client portals are easy for both you and your clients to use. Sharing is as easy as sending an email, and clients upload with a simple drag-and-drop. Advanced features like file versioning and file retention policies are available to you, but hidden from clients in order to avoid confusion.

Legally Binding Electronic Signatures

RelaNet Sign

RelaNet Sign is the solution you need to request and manage electronic signatures from clients. Accelerate the signature process, and avoid the need for in-person meetings.

Sign Any PDF

Annotate and request signatures on any PDF document. Whether it’s an engagement letter that you created, or a contract prepared by your lawyer, RelaNet Sign can handle it.

Legally Binding

RelaNet Sign creates legally binding signatures that comply with the ESIGN Act and the UETA, and automatically creates an audit trail for every document it manages.


Ready for Form 8879

RelaNet Sign meets the strict requirements the IRS has set for electronically signing Forms 8878 and 8879, including an option to require knowledge-based authentication.

Sign From Anywhere

RelaNet Sign frees you from having to meet in-person to get the signatures you need. Clients can sign documents at home on their computer, or on the go with their smartphone.


Do Business Faster

Send and sign documents from virtually any device, reduce the need to exchange paper forms, and get the signatures you need in minutes rather than days.

Easy and Secure Video Conferencing

Easy Video Calls

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

Build Relationships

Stay connected with clients and coworkers when it’s inconvenient to meet in person. Work remotely with colleagues in real time using built-in screen sharing.

No Software Needed

With RelaNet video conferencing, there is no extra software to install for you or your clients. Video calls happen within your web browser, and clients are invited by sharing a link.

Websites Tailored to Your Business

Customized Website

Start with one of our great looking website templates and we’ll tailor it just for you by customizing the logo, colors, text, and images. We can even add custom pages if you need them.

Mobile Ready

Our websites are designed to look great on screens of any size. With RelaNet, your business website will look just as good on a smartphone as it does on a desktop computer.


Managed Security

Website hacks and data breaches can be devastating to a business. RelaNet takes that worry off your plate and handles your website’s backups and security for you.

SSL Certificate

RelaNet includes an SSL certificate with every website it hosts. This allows you to use an https:// prefix for your website and lets visitors know their connection to your website is secure.

Online Efficiency

Make it easy to book appointments and pay online. Online appointment scheduling integrates with your calendar, and online payments allow you to accept credit and debit cards.

All Done for You

Let RelaNet eliminate the hassle of maintaining your website. When your website needs an update to reflect a change in your business, let us know and we’ll take care of it for you.

Attractive and Modern Website Templates

Business Email to Suit Every Need


In this day and age, using a generic email address simply looks unprofessional. Every RelaNet email address comes branded with your firm’s domain, creating an impression of stability and reliability every time it’s used.

Spam and Virus Protection

Every RelaNet inbox includes our multi-layered spam filter that helps protect you from spam and phishing attacks. Our filters eliminate 98% of spam with nearly zero false positives, resulting in a safer, more manageable inbox.

Use Email Anywhere

Use your RelaNet email account with any email client you like. You can check and respond to email using the email client built into your desktop computer or smartphone, or you can check your email on the web.

Productivity Tools to Organize You and Your Team

Easy Access, Anywhere

RelaNet contacts, calendars, projects, and tasks offer an efficient, modern, and easy to use web interface for individuals and teams. Built-in sync allows you to access contacts and calendars at your desk or on your smartphone.

Contact Management

RelaNet contact management keeps your relationships organized. Go beyond email, address, and phone number to track all your important client information: birthdays, anniversaries, social network accounts, custom notes, and more.


Create and share multiple calendars. Schedule meetings and send invitations to attendees. Appointment scheduling lets clients and coworkers book meetings with you during times that you allow, but only if you’re not already busy.


Task Management

RelaNet task management allows you to create any number of private or shared Kanban-style task boards. Drag-and-drop cards and tasks, assign them to team members, and set due dates to keep everyone accountable.

Client Newsletters and Website Content

Save Valuable Time

Marketing is essential to attract new clients and retain existing ones, but researching and writing quality content takes time. Let RelaNet manage your client newsletter and website content so you can focus on running your firm.

Attract New Clients

A steady stream of informative, up-to-date website content is vital for improving your website’s search rank and convincing prospective clients that you are an expert in your field. RelaNet can help by publishing monthly website articles on topics like small business taxation, individual taxation, and changes to the tax code that demonstrate your knowledge and expertise.

Retain Existing Clients

Retaining existing clients is critical to the growth of any business. RelaNet can help by creating a monthly newsletter for your firm using our content, and emailing it to your clients. These monthly newsletters put your name in front of your clients throughout the year and help keep your firm top-of-mind.

Collaboration Tools to Help Your Team Move Faster


Team Chat

Team chat provides immediate access to your team and allows you to provide instant feedback. Chat rooms can be created for individuals or groups, and persist between sessions so that you have a record of conversations.

Create Groups

Create your own custom groups, called “circles”, that can be managed in various ways. Circles can be open or invitation-only; visible to everyone or hidden. Larger circles can have moderators to help manage the group.

Flexible Sharing

Share with circles just as you would another user. Add a circle to a web call or chat room, share files with a circle, or assign the circle a task. Flexible sharing options make it easy to get the right information to the right people.

All-Inclusive Service You Can Rely On


RelaNet takes the pain out of adopting new services by doing the setup for you. We import your client information, set up your client portal, create your email accounts, build your website, launch your newsletter, and take care of all the details related to your new services.


With RelaNet, you don’t have to be a technical whiz to keep your data secure. We constantly monitor all of your services and apply software updates for you, so that you and your data are always protected.



It’s not enough to have great tools. You also have to know how to use them. RelaNet realizes that, so we provide live online training for you and your team so you can get the most out of your RelaNet services.

Ongoing Service

Whenever you need us, we’re just a phone call away. Whether you need a change made to your website or an email blast sent to your clients, we can help. We handle all the technical details so you can spend your time taking care of clients and building your business.

Have Questions?

Here are two easy ways to learn more about RelaNet services.

Request a Demo