How to Set Up a Client Portal for Your Accounting Firm
Email is not a document management system. A branded client portal gives your firm a professional edge and saves hours of back-and-forth every week.
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 eliminates this friction by giving each client a secure, branded space to manage everything.
With a portal, clients can log in anytime to view their documents, sign contracts electronically, pay outstanding invoices with one click, and message your team directly. No more lost emails, no more version confusion.
What a Good Client Portal Includes
- Document library — Clients see only documents shared with them
- E-signatures — Sign contracts directly in the portal with draw-to-sign
- Invoice payments — Pay online via credit card or bank transfer
- Secure messaging — Real-time chat without relying on email
- Your branding — Your firm name, colours, and logo throughout
- Mobile friendly — Works on any device without app downloads
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 credentials
Upload documents and create invoices
Choose which items are visible to which clients
Your client logs into their portal
They see documents, 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 →