Solution · Client experience
Client portal software for accounting firms
One secure place where clients upload documents, sign engagement letters, ask questions, pay invoices, and book meetings — so none of it lives in your inbox.
Everything the client needs, nothing they don't
The portal shows each client their own engagements, outstanding requests, documents, signatures, invoices, and meetings. Staff see the same records from the firm side, with permissions scoped per engagement.
- Secure document upload and organized document vault by year and engagement.
- E-signature requests with status tracking and automatic reminders.
- Threaded messaging tied to the engagement, not a personal inbox.
- Invoices, subscriptions, and card payments handled in-portal.
- Self-service meeting booking with confirmation and reminder emails.
A single link for your website
One portal link routes new visitors to onboarding and returning clients to sign-in, so your website needs a single button rather than a menu of destinations.
Requests that chase themselves
Open items appear as a personalized checklist rather than a generic list, reminders escalate on a schedule, and everything stops the moment the client delivers.
Frequently asked questions
- What should a client portal for an accounting firm include?
- At minimum: secure document exchange, e-signatures, engagement status, messaging, invoicing and payment, and meeting scheduling — all scoped so each client only sees their own records.
- Is the portal branded for my firm?
- Yes. Clients see your firm's name and branding across the portal, emails, invoices, and statement packs.
- How do clients sign in?
- Clients sign in with email and password or a supported social sign-in, and access is limited by role to the organizations and engagements they belong to.
See it in your own practice
See the client's view and the firm's view side by side, using a sample engagement from your own service lines.