Accounting Firm Client Portal

A secure portal where an accounting or bookkeeping firm manages clients, document exchange, deadlines, and engagement billing. Replaces email threads and missed compliance dates.

Typically bought by: Accounting firms, bookkeeping services, and tax practitioners

Standard features — always included

• ✓Client company profiles with contacts and engagement types
• ✓Secure document upload/download per client with folders
• ✓Compliance calendar with recurring statutory deadlines
• ✓Task and engagement tracking per client with assignees
• ✓Automated deadline reminders to clients and staff
• ✓Requests list (missing documents) with client-facing checklist
• ✓Notes and communication log per client
• ✓Invoice generation and payment status tracking
• ✓Staff workload and deadline status dashboard
• ✓Role-based access (partner, staff, client)

Popular custom additions

Quoted per feature in the configurator — typically $50–$300 each.

• +E-signature on engagement letters and returns
• +Client organizer questionnaires with saved answers
• +Time tracking per engagement for profitability analysis
• +Automated recurring billing for retainer clients
• +Tax-form-specific workflows and status checklists
• +Integration with accounting software (QuickBooks/Xero) for client books

Tech stack

Frontend

Next.js + Tailwind

Backend

Next.js API routes / Node.js

Database

PostgreSQL (Neon)

Integrations

File storage with encryption at rest, Transactional email (Resend/SendGrid), Payment gateway (Stripe/PayPal/other), E-signature (DocuSign/other)