Accountants
Client portals built for accountancy firms
A secure, branded portal where clients upload records, approve figures, pay invoices, and see exactly where their work stands, without the email back-and-forth that slows every deadline down.
The problem
What we hear from Accountants
- Chasing clients by email for records and signatures, every deadline, every year.
- Sensitive financial documents scattered across inboxes and shared drives.
- Staff time lost to status questions that clients could answer themselves.
- Off-the-shelf portals that do not fit how your practice actually works.
What we build
The portal, shaped around your work
Secure document exchange
Clients upload records and download deliverables in one encrypted place, with a full audit trail of who accessed what and when.
Approvals and e-signature
Send accounts and returns for review and sign-off inside the portal, with reminders that chase for you.
Billing and payment
Branded invoices with online payment and automated reminders, reconciled into your accounting system.
Self-service status
Clients see where each job stands without emailing your team, cutting status admin sharply.
Relevant work
Reference builds in adjacent sectors
FAQ
Common questions
Why build a custom client portal for an accountancy firm?
Because generic portals rarely fit the deadline-driven, document-heavy, compliance-sensitive way accountancy works. A custom portal models your actual jobs, deadlines, and approvals, and connects to the tools you already use, rather than making you work around a template.
Is client financial data secure in a custom portal?
Yes. Encryption at rest and in transit, role-based access, and full audit logging are built in as defaults, not extras. You control where the data lives and who can see it.
Can it integrate with our accounting software?
Yes. A custom build can connect to your practice management and accounting systems so records, invoices, and payments flow without re-keying.
Start a project
Tell us how your accountants practice works and we will give you an honest read on the fit and what a build could look like.
Schedule a Consultation