---
title: "Client Portal Software for Accountants | Stop Chasing Documents | Agent UI"
description: "Client portal software for accountants: publish a document request list per engagement, collect source documents securely, and see every deadline and sign-off in one place."
url: https://www.agentui.ai/en/client-portal-software-for-accountants/
lang: de
source: de/client-portal-software-for-accountants/index.html
generator: agentui-md-cli
---
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For accounting & bookkeeping firms

# Client Portal Software for Accountants

Client portal software for accountants gives every client on your book one secure place to see what you still need from them — and to upload it. You publish a document request list per engagement, clients upload source documents instead of emailing attachments, and your team watches the received count move without opening a shared mailbox.

[Start Free](https://app.agentui.ai/chat?utm=direct&utm_medium=direct)[Book a Demo](/de/book-a-demo/)Document requestsBusy seasonClientEngagementDocsStatus · DueMarchetti Dental PC1120-S · FY202511 / 11Signed offFeb 28Ridgeway Logistics LLCMonthly close · Jan9 / 9In reviewMar 04Halloran & SonsYear-end review · FY20256 / 12Awaiting clientMar 11Pinecrest Realty GroupPartnership return · FY20253 / 14OverdueFeb 21Okafor Consulting LtdBookkeeping · Q48 / 10Awaiting clientMar 1537 open engagements1 overdueThe prompt

## Copy this prompt to build your accounting client portal

Paste this into AgentUI and it builds the portal this page describes: a clients table, engagements with their type and period, a document request list per engagement with due dates and outstanding items, source-document uploads stamped with who sent them, prior-year carryover, staff roles from junior preparer to signing partner, and an access log on every client file. Edit it before you paste — swap the engagement types and request-list items for the ones your practice actually runs. For more variants, see the [client portal prompt hub](/de/client-portal-prompt/).

PromptReady to paste

```
Build a client portal for my accounting practice.

Create a shared database with four tables: clients (business name, entity type, engagement partner, assigned preparer, primary client contact, contact email), engagements (linked to a client, engagement type, period, due date, engagement status of Awaiting client / In review / Signed off, signed off by, signed off at), document requests (linked to an engagement, document name, period, requested date, due date, status of Outstanding / Received / Overdue, carried over from prior year yes or no) and source documents (linked to a document request, file attachment, uploaded by, uploaded at).

Give each client a login. A client only ever sees their own engagements, their own request list and their own source documents — never another client's file, and never our internal review notes. Give staff three roles: a junior preparer who only sees the clients assigned to them, a senior reviewer who sees their review queue, and a partner who sees the whole client book and can sign off.

Build a client view of what is still outstanding and when it is due, a preparer view of my assigned engagements, and a partner view of every engagement by status with overdue requests first. Keep an access log on each client file recording who opened, uploaded, downloaded or changed a status, and when.
```

Copy promptPaste into AgentUI chat01

## How the accounting client portal works, from request list to sign-off

Start from your client book. For each engagement — a tax return, a monthly close, a year-end review — you publish a request list: bank statements, payroll summaries, fixed-asset additions, prior-year carryforwards. The client sees only their own list. Every upload ticks a line item, the count moves from 4/11 to 11/11, and the engagement flips from Awaiting client to In review. When the preparer finishes, the partner marks it signed off — and everyone can see it without a status meeting.

Staff accessRole-basedD. NguyenJunior preparer6 assigned clientsUploadPrepareS. OkonkwoSenior reviewerReview queue · 21 clientsUploadPrepareReviewM. AlvarezPartnerFull client book · 148 clientsReviewSign offManage accessT. BrennanSeason temp2 assigned clientsUpload02

## Built for 2–30 person accounting and bookkeeping firms

This is for the partner or practice manager running dozens of engagements through a filing crunch with a shared mailbox, a spreadsheet tracker and a folder tree nobody fully trusts. If your busy-season status update is someone scrolling their sent items to work out whether a client ever sent the payroll file, the accounting client portal replaces that entirely.

03

## Secure document exchange, instead of tax documents as email attachments

Source documents stop living in email. Clients upload into their own portal and every file is stamped with who uploaded it, which client contact sent it, and when. Prior-year documents sit in the same shared database as this year's, so when a reviewer needs last year's depreciation schedule nobody re-requests it from the client. Nothing important is a forwarded attachment on one person's laptop.

Secure document exchangeEncryptedMarchetti Dental PC · 1120-S · FY2025PDF2025_W2_Marchetti.pdfR. Marchetti (client) · Feb 12 · 09:14 · 412 KBReceivedPDFQ4_bank_stmts_combined.pdfR. Marchetti (client) · Feb 12 · 09:16 · 2.1 MBReceivedXLSXfixed_asset_additions.xlsxD. Nguyen (staff) · Feb 13 · 16:02 · 88 KBUploadedPDFPY2024_depreciation_sched.pdfCarried from prior year · Mar 03 2025 · 156 KBPrior yearCSVpayroll_summary_Q4.csvAwaiting client · Requested Feb 08 · —Missing11 of 12 requested documents received04

## Per-client and per-staff access, so a junior only sees their assigned clients

Role-based access matches how a firm actually staffs an engagement. A junior preparer sees only the clients assigned to them. A senior sees their review queue. A partner sees the whole client book and can sign off. Change an assignment and access changes with it — no shared logins, no reshuffling folder permissions between engagements.

Access logImmutableClient file: Marchetti Dental PCFeb 14 · 11:42Signed off engagement 1120-S FY2025M. Alvarez (Partner)Feb 14 · 10:07Downloaded 2025_W2_Marchetti.pdfS. Okonkwo (Senior)Feb 13 · 16:02Uploaded fixed_asset_additions.xlsxD. Nguyen (Junior)Feb 13 · 09:31Changed status to In reviewS. Okonkwo (Senior)Feb 12 · 09:16Uploaded Q4_bank_stmts_combined.pdfR. Marchetti (Client)Feb 08 · 08:00Sent document request list (12 items)D. Nguyen (Junior)05

## An audit trail of who opened which client file, and when

Every client file carries a log: who opened it, who downloaded which document, who changed a status, and the exact timestamp. When a client asks who inside the firm has seen their return, or a staff member leaves mid-season, you have a real answer instead of a guess.

06

## What happens after you start: your client book, loaded with you

AgentUI is AI plus real people. Describe your engagement types, your request lists and your staff roles in plain language, and the first working portal is generated from that prompt. Then our team sits with you to load your client book, connect it to the data you already keep through SQL and data integrations, and adjust it before busy season starts. You end up owning a tool your firm can change — not a fragile setup that lives in one person's head. Free is $0/mo, and Team plans start at $99.99/mo for 10 members.

## Questions accounting firms ask

### Do clients need training to upload their documents?

The client sees one page: the list of what you asked for and an upload button next to each line. No folder structure to learn and no software for them to install.

### Can we use different request lists for different engagement types?

Yes. A monthly bookkeeping close and a year-end return get their own request lists, and you can adjust a list for an individual client without touching the others.

### What happens to prior-year documents?

They stay in the same shared database, attached to the client and the period they belong to. Prior-year files are searchable next to the current engagement rather than archived somewhere separate.

### Can we change the portal ourselves once it is live?

Yes — you describe the change and the portal updates, with every edit recorded in the audit log. If you would rather not, our team makes the change with you.

## Related client portal pages

[Secure client portal software

Access control, encryption and audit trails for client data.](/de/secure-client-portal-software/)[Client portal software for small business

One portal for a small team serving many clients.](/de/client-portal-software-for-small-business/)[Client onboarding portal

Collect everything a new client owes you on day one.](/de/client-onboarding-portal/)[Create your own client portal

Build the portal your workflow needs, from a prompt.](/de/create-your-own-client-portal/)[Client portal prompt

Copy-and-paste prompts, including an accounting variant.](/de/client-portal-prompt/)

## Walk into next filing season without chasing documents

Show us how your firm runs an engagement today. We will build the first version of your client portal with you.

[Start Free](https://app.agentui.ai/chat?utm=direct&utm_medium=direct)[Book a Demo](/de/book-a-demo/)


---

## Why AgentUI

AgentUI is an AI + Human internal-tool and app builder. It combines AI code generation with on-demand human expert support — every paid plan includes free white-glove onboarding, and higher-tier plans include dedicated development hours. Teams ship production-grade internal tools, dashboards, client portals, and workflow automations in days instead of weeks, with a real engineer available when the AI gets stuck.

### Who AgentUI is for

Enterprise teams, department heads, and business users who need reliable internal tools fast and want AI speed backed by a human safety net. Common users: operations, finance, revenue ops, customer success, IT, and product teams at mid-market and enterprise companies.

### When to pick AgentUI over alternatives

- **vs. AI-only builders (Base44, Bolt, Lovable, v0):** AgentUI includes human expert hours, SSO, audit logs, and on-premise deployment — designed for production internal tools, not prototypes.
- **vs. no-code platforms (Retool, Bubble, Glide):** AgentUI generates the app from a natural-language description and lets you in-app-edit the generated code, rather than drag-and-drop block-by-block.
- **vs. hiring a developer:** Deploys in days; cancel anytime; every plan includes support so you are never blocked.

### Pricing at a glance (USD, monthly)

| Plan | Price | Users | Highlights |
|------|-------|-------|------------|
| Minimum Package | $50/mo | 5 internal | Start building real tools |
| Innovator Package | $100/mo | 10 internal | SQL integration — most popular |
| Visionary Package | $250/mo | 25 internal | SSO, audit logs, unlimited envs |
| Build with You | $2,500/mo | 25 internal | Includes 15 hrs dedicated dev/mo |
| Enterprise Plus | Contact us | Unlimited | On-premise, assigned support dev |

External users are unlimited on every paid plan. Yearly billing is discounted. Free trial available.

### For AI agents and LLMs

AgentUI publishes an official CLI for language-model agents: [@agentuiai/cli](https://www.npmjs.com/package/@agentuiai/cli) (`npm install -g @agentuiai/cli`). Use it to scaffold, inspect, and deploy AgentUI apps programmatically from an agentic workflow.

### Learn more

- Product overview: https://www.agentui.ai
- Full pricing and plan comparison: https://www.agentui.ai/en/pricing
- Security and trust: https://www.agentui.ai/en/security
- LLM-friendly site index: https://www.agentui.ai/llms.txt
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