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.
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.
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.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.
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.
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.
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.
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.
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
Access control, encryption and audit trails for client data.
One portal for a small team serving many clients.
Collect everything a new client owes you on day one.
Build the portal your workflow needs, from a prompt.
Copy-and-paste prompts, including an accounting variant.
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.