Industry VerticalsMedium system

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 in the base price. Every one is built, tested and delivered working.

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 — $50 simple, $150 moderate, $300 complex.

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)