Client Portal Software for Accounting Firms
Onboard clients, collect documents and signatures, automate your workflows, and get paid — all from one secure, branded portal built for accounting and tax professionals.
A branded portal for every client
Give clients one secure place to share documents, review tasks, message your team, and pay invoices — under your firm's brand.
Faster client onboarding
Replace back-and-forth email with smart intake forms and questionnaires that feed straight into each client's record.
Signatures without the chase
Send engagement letters and forms for e-signature and track every signing event with a full audit trail.
Repeatable workflows
Standardize tax season, onboarding, and year-end processes so every client gets the same reliable experience.
Get paid on time
Send invoices, set up recurring billing, and accept card or ACH payments directly from the portal.
See the whole practice
Track client health scores, revenue, and activity, and export the reports you need for CSV, Excel, or PDF.
What Accounting Firms Use Ledger Client Suite For
Tax Season Workflow
Create a repeatable workflow for tax season: send intake forms, collect documents and signatures, track preparation status, and deliver completed returns — all from the client portal. Every client follows the same reliable process.
Year-End Close
Standardize year-end procedures across your client base. Automate document requests, collect missing items through smart forms, and track completion so nothing slips past December 31.
Client Onboarding
Replace the back-and-forth of email onboarding. New clients fill out guided intake forms, upload their documents, and create their portal account — all in one flow. Their information is saved directly to their client record.
Engagement Letters & Authorizations
Send engagement letters, POA forms, and other authorization documents for e-signature. Track every signing event with a complete audit trail for compliance.
Monthly Bookkeeping Handoff
For firms offering bookkeeping services, clients can upload receipts, bank statements, and invoices on a recurring schedule. Workflow automation reminds them when documents are due.
Who It's Built For
- Solo practitioners managing 10\u201350 clients who need to stop juggling email, Dropbox, and spreadsheets.
- Small-to-mid firms (2\u201310 staff) that want a single branded platform for everything client-facing.
- Firms offering tax, bookkeeping, payroll, or advisory services \u2014 or any combination.
- Practices that want their clients to see a professional, branded experience instead of a generic file-sharing link.
Frequently Asked Questions
Can I customize the intake forms for different service types?
Yes. Smart Forms let you build separate intake questionnaires for tax clients, bookkeeping clients, new business formations, or any other service your firm offers.
Do my clients need to install anything?
No. The client portal is entirely web-based — clients access it from any browser on any device.
Can I track which clients have completed their tasks?
Yes. The dashboard shows client health scores, pending tasks, outstanding signatures, and overdue documents at a glance.
Is the portal secure enough for sensitive tax documents?
Yes. All files are protected with bank-level encryption. Access is controlled per client, and documents can be locked until payment is received.
Give your clients a better experience
Start your free 14-day trial and launch a branded client portal for your firm in minutes.