Software for accountants
Client portal for accountants
Here is what the client portal does for accounting firms. A private portal where your clients see their documents, status and messages. It's built for one familiar headache: clients send receipts and bank statements late, in every format.
Where accounting firms lose time today
- Clients send receipts and bank statements late, in every format.
- Supplier invoices are typed into Xero or QuickBooks by hand.
- Chasing clients for documents eats the week before every deadline.
What it looks like in practice
Take a three-person bookkeeping practice as an example. A client logs in to see where things stand, downloads the latest document and uploads the one you asked for. They don't need to email you, and you're notified of the upload.
How it works for accountants
For a three-person bookkeeping practice, the flow is short and predictable.
- We decide what clients should see and do.
- I build a login with status, documents and messages.
- It connects to Karbon.
- Notifications go out when something changes.
- You get it deployed and own the code.
Tools it connects to
It plugs into the tools accounting firms already use, such as Karbon, Dext, Google Drive and Outlook, and runs on Next.js, Supabase and n8n.
Questions from accounting firms
Does the client portal work with Karbon?
It depends on your Karbon plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the client portal, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The client portal sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built