The perfect client portal for your accounting firm
Give clients an easy way to access key information and documents from your WordPress website.
Allow clients to upload their own files
Clients can upload their own CSV files or documents to their portal. Get what you need to complete their books.
Keep all contracts, documents, and forms together
Clients aren't always the most organised – but you can be! Keep everything they need together and end the "Could you resend..." emails.
Create multiple portals for all your different projects
Your client can have multiple portals assigned to them. Create separate portals for all your different cases.
Embed forms that clients can fill in directly from their portal
Use your favourite form plugin to embed anything from intake questionnaires to feedback forms in one place.
“We need a place to keep all our clients paperwork together – we're spending too much time emailing past tax returns over and over again”
As an accountancy firm or CPA, you notoriously deal with a multitude of files, documents, forms, and paperwork on a daily basis. These are usually emailed over to clients over increasingly bloated email threads.
Most clients aren't particularly organized when it comes to paperwork – especially digital paperwork. And they end up leaving everything in their inbox, looking for it a year later, and eventually giving up. Then at around 11pm (why is it always 11pm?) emailing you with a... "URGENT! Could you send me that tax return from 1997 again? We need it by 9am!!"
Client Portal gives you and your clients a beautiful, intuitive dashboard that they can log into any time (day or night) to find everything you've ever sent them. No more searching through long email threads. No more spending your time resending documents again and again.
The result? Your clients will thank you. And your team can get back working on the important stuff.
Start using Client Portal with your next client. Get set up in less than 20 minutes.
“Thank you very much for this nice plugin, I have searched for a long time to find something like this.” –Gabriel Wolf
Everything is included
Brand your portals to seamlessly match your accounting website.
Use our beautifully designed content pages to embed anything from spreadsheets to videos.
Secure file uploads
Securely upload your files to your portal. All files are kept private and away from WordPress’s media library.
Send notifications to clients when the portal has been updated with new information.
You can have as many portals as you need on either plan. You can keep them active forever.
Give access to as many clients as you like with no extra cost – no matter which license you choose.
We’re always improving Client Portal. You’ll get every single product update free for 1 year.
Free support for 1 year with the option to renew (but you keep the product even if you don’t renew!)
100% Risk-Free Money Back Guarantee!
If you’re not completely satisfied within 30 days of purchase, we’ll refund your money; hassle-free.
“Your platform is dead simple, easy to customize, and beautiful on mobile. It allowed us to launch our new client dashboard 3 weeks ahead of schedule!”
Start using Client Portal with your next client
Starting from $199. Take the headache out of keeping clients in the loop with a simple way to store project deliverables on your WordPress website.
“I finally feel like a proper agency now I have Client Portal. It’s something I’ve always wanted but I’ve never been able to find anything close to it.”