The "One-Stop Shop" For Your Entire Business.

Slack, Stripe, Zoom, AI, and Socials all in one place. We combine your fragmented tools into a single Employee & Client Engagement Portal so you can scale your firm and streamline operations.

The "All-In-One" Solution

Elevate Employee Experience

Whether you use Microsoft, Google, Ignite, or Venmo we customize the portal to fit the tools you use. No more hunting for links.

Elevate Employee Experience

Give your team a professional home base. Includes features to Clock In/Clock Out, view assigned Onboarding To-Do Lists, and access training.

Secure File Sharing & E-Sign

Forget lost email attachments. Handle file sharing, send forms, and execute contracts with E-Signature directly inside the portal.

Total Engagement

It’s not just for staff. Invite your Clients and 1099 contractors to view projects, pay bills, and collaborate securely.

Stop Living in "Tab Hell."

You use Slack for comms, Stripe for billing, Zoom for meetings, and Dropbox for files. Then there’s ChatGPT, TikTok, LinkedIn, and Calendly.

The Problem? Scattered emails, lost attachments, and confusion. The Fix? A secure, branded online space where your Employees, Clients, and 1099s can collaborate in one spot.

What Lives Inside the Portal

Core Platform Capabilities

Centralized Access

  • One login for employees, contractors, and clients
  • Role-based permissions for secure visibility
  • Access controlled by role and responsibility
  • Eliminates shared passwords and logins

Document & File Management

  • Secure file storage
  • SOPs, contracts, and training materials
  • No more lost Drive or Dropbox links
  • Documents organized by role and workflow

Employee & 1099 Onboarding

  • Assigned onboarding checklists
  • Required forms and agreements
  • E-signatures for contracts and acknowledgments
  • Consistent onboarding for every role

Forms & E-Signature

  • Send contracts, policies, and forms digitally
  • Track completion and compliance
  • Signed documents stored automatically
  • Audit-ready record of all submissions

Billing & Payments

  • Centralized billing for clients or contractors
  • Payment tracking and records
  • Reduced back-and-forth on invoices
  • Clear visibility into payment status

Project & Task Organization

  • Assign responsibilities clearly
  • Track progress across teams
  • Create accountability without micromanaging
  • Keep work moving without constant follow-up

Internal Communication

  • Messaging tied to tasks and files
  • Less email noise and confusion
  • Better visibility across teams
  • Centralized communication history

Mobile Access

  • Fully usable on mobile devices
  • Access what you need anywhere
  • Support remote and hybrid teams
  • Stay connected without being tied to a desk

PRICING FOR REAL RESULTS

PRO PLAN

$295/Month

$1000 Set-up Fee

  • Client Portal

  • Secure Document & File Management

  • Employee & Contractor Onboarding

  • Forms & E-Signature

  • Billing & Payment Management

  • Project & Task Organization

  • Internal Communication Tools

  • Mobile Access

  • Custom Branding

CanZell Portal — Getting Started

One Price. One System. Fully Set Up. $295 / Month

1

Setup & Customization

We build the foundation for you

  • Full account setup
  • Dashboard customized to your business
  • Portal structured around your workflows
  • Technical details handled end-to-end
You don’t start from scratch
2

Guided Training

So you know exactly how everything works

  • Step-by-step platform walkthrough
  • Clear explanation of every feature
  • Learn to onboard, manage, and scale
Confidence, not confusion
3

Launch Ready

Hit the ground running

  • Portal fully configured
  • Ready for employees, contractors, and clients
  • No tech overwhelm or trial-and-error
4

Full Platform Access

Everything unlocked

  • Unlimited clients
  • Advanced CRM automation
  • Custom workflows
  • Employee, 1099 & optional client portal
5

Ongoing Support

We don’t disappear

  • Priority support
  • Help when you need it
  • Systems that keep your business moving
6

Flexible & Risk-Free

Built for trust

  • No long-term contracts
  • Cancel anytime
  • Stay because it works

The Outcome

From setup → structure → scale
One portal. One monthly investment. Everything your business needs in one place.

HOW OUR CLIENTS
LOVES OUR PORTAL

CanZell Portal. All Rights Reserves