Client portal for accounting firms
Your clients email you their documents, phone you to ask about their annual accounts, and dig through archives for their last filing. The portal centralises deposit, progress and documents — each client sees only their own file.
In your day-to-day
- 01
Clients deposit documents directly in their space, attached to the right financial year — the email inbox stops being the collection channel.
- 02
File-progress tracking: documents awaited, work in progress, planned date for delivery of the accounts.
- 03
Permanent access to produced documents — filings, annual accounts, certificates — and to the firm’s fee notes.
How it works
- 1
Plugged into your tools, not a second entry
The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.
- 2
Approval built in
The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.
- 3
Access walled by construction
Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.
Typical results
-80%
“where is my project?” emails, typical order of magnitude
24/7
clients check on their own, whenever suits them
4-6 wks
to a first useful version in production
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Will our clients really deposit documents in the portal rather than by email?+
Yes, if depositing is easier than email: photo from the phone, drag and drop, automatic reminders listing precisely what is missing. And during the transition, the triage agent attaches whatever still arrives by email — both channels converge in the same place.
Does the portal work with our existing practice software?+
It plugs into it: the portal exposes a slice of your current tools, it does not replace them. Your staff work as before; the client sees their file, always current, and nothing of other clients.
Will my clients actually use it?+
Yes — if the portal answers the question they already ask by email. That is why we start with the one screen that would delete the most emails this month, put it in a few clients’ hands, and only widen on observed usage.
How is this different from giving clients access to my project tool?+
Your internal tool shows everything: internal notes, margins, other clients. The portal exposes a chosen slice, mostly read-only, dressed for someone who is not your employee. It is the difference between opening your office and opening a waiting room.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic