Client Portal for Accountants
One secure place for your clients to view documents, sign forms, and pay invoices — for a flat monthly fee, with no per-user and no per-client charges. Set up in about 20 minutes, on top of the accounting software you already use.
Why your firm needs a client portal
Every week, accounting firms spend hours emailing documents, chasing signatures, and following up on unpaid invoices. A client portal removes that friction by giving each client a secure, branded space to manage everything in one place.
Clients log in anytime to view documents, sign engagement letters electronically, pay invoices with one click, and message your team directly. No more lost emails or version confusion. And because the portal sits on top of your bookkeeping, you keep Xero or QuickBooks for the books — the portal handles everything client-facing.
A flat fee — no per-user, no per-client pricing
Most client portals for accountants charge per user or per client, so your bill climbs every time you hire or onboard a client. For a small, growing firm that adds up fast. FirmFlow is a flat monthly fee — one price whether you are a sole practitioner or an eight-person firm, with ten clients or two hundred. It is the pricing model built for small firms that intend to grow.
What a good client portal includes
- Per-client document library — clients see only what is shared with them
- E-signatures — sign engagement letters in the portal, no separate DocuSign
- Invoice payments — pay online by card or bank transfer
- Secure messaging — one record of every client conversation
- Your branding — your firm name, colours, and logo throughout
- Mobile friendly — works on any device, no app download
Setting up in 20 minutes
With FirmFlow, setting up your client portal takes four simple steps:
Sign up and enter your firm details
Your portal is automatically branded with your firm name
Invite your first client
They receive an email with login access
Upload documents and create invoices
Choose which items are visible to which clients
Your client logs into their portal
They see documents and invoices, and can sign and pay
Set up your client portal today
Free for 14 days. No credit card needed. Ready in 20 minutes.
Start free trial →Frequently asked questions
What is a client portal for accountants?
A secure online workspace where your clients view and upload documents, sign forms, pay invoices, and message your firm in one place, replacing email chains and shared drives.
Is there a flat-fee client portal with no per-client charges?
Yes. FirmFlow is a flat monthly fee with no per-user and no per-client charges, so your cost stays the same whether you have ten clients or two hundred.
Does a client portal replace Xero or QuickBooks?
No. The portal sits on top of your accounting software. You keep Xero or QuickBooks for the books; the portal handles client-facing documents, signatures, invoicing, and messaging.
How long does it take to set up?
Most firms are up and running in about 20 minutes, and migration help is included. There is no multi-week onboarding.