What is client portal software for accountants?
Client portal software for accountants gives each client a secure login to upload documents, answer requests, sign engagement letters and returns, message the firm and pay invoices. It replaces email attachments with tracked requests and reminders, and some UK products add identity and AML checks during onboarding.
Also calledclient portal for accountantssecure client portal
Compare the softwareBest practice management software for accounting firms →All 15 practice management vendors →
- Core tools
- Requests, e-signature, messaging
- Usually part of
- Practice management software
- UK extra
- ID and AML checks
How client portal software works
The firm sends a document request list, the client uploads files from a browser or phone camera, and the portal chases missing items with automatic reminders. E-signature with an audit trail covers engagement letters and tax returns, and secure messaging keeps conversations attached to the client record. Most portals come inside practice management software: Karbon starts at US$59 per user a month billed annually, Canopy at US$74 and SmartVault at US$65 with a two-user minimum. Content Snare focuses on collecting documents, from US$35 a month billed annually. FigsFlow adds ID, PEP and sanctions checks during onboarding, from £24 a month for one person. Xero partners get document requests and e-signature through Xero Partner Hub at no extra cost.
Common questions
What is the best client portal for accountants?+
It depends on the practice software. Karbon, Canopy and TaxDome include a portal with their practice management, SmartVault and Content Snare focus on documents, and FigsFlow adds UK identity and AML checks during onboarding.
How much does client portal software cost?+
Karbon starts at US$59 per user a month billed annually, Canopy at US$74, SmartVault at US$65 with a two-user minimum, and Content Snare at US$35 a month. FigsFlow starts at £24 a month for one person, excluding VAT.
Is a client portal more secure than email?+
A portal keeps files behind a client login instead of in email attachments, and records who uploaded, viewed or signed each document, with timestamps.
Do Xero partners get a client portal?+
Xero Partner Hub lets partners request information and documents from clients through a secure login and send document packs for e-signature with Xero Sign.
Client portal software for accountants
KarbonWorkflow, email triage and capacity planning for firms.Profile →
CanopyClient management, documents and billing for accounting firms.Profile →
TaxDomeAll-in-one practice management for tax and accounting firms.Profile →
IgnitionProposals, engagement letters and automated billing.Profile →More client portal software
Part of Accountio’s accounting technology coverage · Glossary
