Configure your Accounting Firm Client Portal
Everything you pick here becomes your Build Agreement — the exact scope both of us sign off on before payment.
1Standard features (included)
These ship with every Accounting Firm Client Portal build and are covered by the base price.
- 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)
2Custom features
Describe anything beyond the standard scope. Each is priced by complexity and added to your total live.
Final complexity is confirmed in your Build Agreement — never after payment.
3Your business details
Your system is branded and personalized with these. Only the business name is required — everything else stays editable in your system's admin settings after delivery.
Team / key people (optional)
Roles and names change over time — your system ships with an admin page to update them any time.
4System languages
Your system ships in English. Add up to 3 more at no extra charge — the whole UI is translated during the build.
✓ English — always included
0/3 additional languages selected
5Design ideas (optional)
Upload screenshots, sketches, or apps you like the look of. Add notes about colors, branding, or layout.