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The 20 Best Client Portals For Accountants

on 1 December 2023

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Posted by Craig Hyslop
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Client portal solutions have become essential tools for accountants to streamline their workflows, improve client communication, and enhance data security.

If you’re not familiar with this terminology, a client portal is a virtual platform that enables your organisation to safely share documents, exchange information, and provide real-time updates to clients.

In this article, we provide detailed reviews of 20 leading client portals. The "best" client portals for your accountants will vary depending on your organisation’s needs and preferences; however, the below solutions are considered the top choices based on their features, user reviews, and overall reputation.

Check out the client portal that’s been called “a joy to work with” and that hundreds of users rate as “excellent”—book a free demo of Glasscubes today!

20 Of The Best Client Portals For Accountants

1. Glasscubes

Best client portals for accountants: Glasscubes

Glasscubes’ client portal was specifically designed to make information-gathering super simple. It has an intuitive, easy-to-use interface as well as automation features that make collecting client documents a cinch. Glasscubes also excels in document management, so accounting teams can easily share and request files, manage group tasks, and keep document discussions in context.

Features:

  • Password-free (yet secure) login options for clients
  • Automated document collection
  • Discussion forums and instant messaging
  • Secure file sharing, storage, and request
  • Centralized file request portal to see status overviews
  • Customisable branding options

Pros:

  • User-friendly interface with intuitive navigation
  • Strong security measures
  • Robust collaboration features for teams and clients

Cons:

  • Some advanced features may require additional configuration or training
  • It may have limited integration options with other software

Glasscubes has a strong rating—4.8 out of 5 stars on Trustpilot based on over 450 reviews. Customers appreciate its user-friendly interface, excellent collaboration features, and responsive customer support.

2. Canopy

Best client portals for accountants: Canopy

Built for accounting professionals, Canopy focuses on efficiency. This software helps accountants to streamline their processes, improve client communication, and meet deadlines more effectively.

Features:

  • Secure document exchange and storage
  • Customisable portal with a branding option
  • Time tracking and billing functionalities
  • Real-time task and workflow management
  • Collaboration and communication tools for clients

Pros:

  • All-in-one solution for tax resolution, accounting, and document management
  • Robust mobile app for on-the-go access

Cons:

  • Minimal integrations with other accounting software
  • Limited customisation options for reports

Canopy has an overall rating of 4.5 out of 5 stars on Capterra based on more than 200 reviews. Users appreciate its document management capabilities, secure file exchange, and responsive customer support.

3. Clio

Best client portals for accountants: Clio

While primarily designed for legal professionals, Clio can also serve as an excellent client portal for accountants due to its user-friendly interface and relevant features that are a fit for both professions.

Features:

  • Case management and document storage
  • Time tracking, invoicing, and billing capabilities
  • Secure client portal for collaboration and communication
  • Customisable dashboard for real-time practice management
  • Client information management with detailed reports

Pros:

  • Comprehensive solution for case and matter management
  • Integrates with QuickBooks and Xero accounting software

Cons:

  • Comparatively more expensive than other solutions
  • Limited customisation options for portal

Clio has an overall rating of 4.7 out of 5 stars on Capterra based on over 1,500 reviews. Customers appreciate its intuitive interface, robust feature set, and integration with other software tools.

4. Revver

Best client portals for accountants: Revver

Revver (formerly eFileCabinet) integrates well with accounting workflows. In addition, its advanced document management capabilities, such as OCR data extraction and advanced search, help accountants organise and locate files quickly.

Features:

  • Secure document management and storage
  • Portal communication and collaboration tools
  • Automated workflow management
  • Document search and retrieval functionalities
  • Audit trails and version histories

Pros:

  • Intuitive user-interface for efficient workflow management
  • Integrates with Microsoft Office Suite

Cons:

  • Limited customisation options for templates
  • Limited integrations with other accounting software

Revver has an overall rating of 4.4 out of 5 stars on Capterra based on around 1,300 reviews. Users appreciate its secure document storage, collaboration capabilities, and responsive customer support.

5. Drake Portals

Best client portals for accountants: Drake Portals

Drake Portals is considered a useful client portal solution due to its simplicity, affordability, and robust feature set. The platform offers a digital hub for document sharing and collaboration, allowing accountants and clients to securely communicate and exchange files.

Features:

  • Secure file exchange, storage, and management
  • Built-in task management and project tracking
  • Automated workflows with alerts and notifications
  • Centralised client contact management
  • Integration with the Drake Software Suite

Pros:

  • Competitively priced compared with other client portal solutions
  • Built specifically for accountants and tax preparers

Cons:

  • Limited customisation and design options for the portal
  • Limited options for the mobile application

Drake Portals doesn’t have much traction on third-party review sites; however, its parent product Drake Tax has a rating of 4 out of 5 stars on Capterra based on over 85 reviews.

6. FileCatalyst Workflow

Best client portals for accountants: FileCatalyst WorkflowFileCatalyst Workflow offers an adaptable and secure workflow platform for virtual accounting offices looking to enjoy high speed and security in their file transfers. The platform also offers a customisable client portal that can be tailored to fit a firm's branding and design preferences, providing a professional and consistent user experience for clients.

Features:

  • High-speed file exchange
  • Collaborative review and approval workflows
  • Automated tasks and workflows with easy-to-use workflow builder interface
  • Customisable reporting options
  • Secure and reliable communication with clients

Pros:

  • Efficient for file transfer and handling of client data
  • Customisable and user-friendly interface with no software installation required

Cons:

  • Limited invoicing and billing features
  • Relatively high pricing

Unfortunately, this platform doesn’t have enough third-party reviews to include any ratings or notable user mentions.

Glasscubes is rated 4.8 out of 5 stars for a reason. Take 15 minutes to see why users from all industries love how our solution helps them collaborate with virtually anyone.

7. Intuit Link

Intuit Link caters to tax professionals looking to simplify workflow management and streamline tax preparation and filing. Many accountants value this platform for its seamless integration with QuickBooks. The platform streamlines the data entry process by automatically populating client information into QuickBooks, saving accountants valuable time.

Features:

  • Secure file exchange
  • Document gathering
  • Real-time communication and notification features
  • Ability to work with TurboTax and ProConnect Tax Online
  • Automated report generating functionalities

Pros:

  • Integrates with other Intuit software
  • Flexible pricing options, including a pay-per-use plan

Cons:

  • Limited customisability of portal design and functionalities
  • Competitors offer more comprehensive workflow management solutions

Though Intuit Link doesn’t have standalone reviews, its parent product ProConnect Tax is rated 4.3 out of 5 stars on G2. Users mention the platform’s integration capabilities, user-friendly interface, and responsive customer support.

8. Salesforce Community Cloud

Best client portals for accountants: Salesforce Community Cloud

Medium- to large-sized organisations in numerous industries value Salesforce Community Cloud for its exceptional customisation options, scalability, and varied feature set. The platform offers a comprehensive suite of tools for document management, collaboration, and communication, allowing accountants to efficiently interact with their clients and streamline their workflow.

Features:

  • Customisable client portal with branding options
  • Secure user authentication and role-based access control
  • Real-time collaboration tools such as forums and file sharing
  • Seamless integration with Salesforce CRM for unified client management
  • Case management and customer support features

Pros:

  • Robust customisation options for branding and user experience
  • Extensive collaboration and support features

Cons:

  • Costly for small businesses or startups
  • Requires technical expertise for initial setup and customisation

Community Cloud is rated 4.3 out of 5 stars on Gartner. One user notes that the platform is an “excellent tool for sharing limited content with end-users who don't need full access.”

9. NetClient CS

Best client portals for accountants: NetClient CS

NetClient CS is for accounting and tax professionals who want to efficiently manage client relationships through intuitive online tools and access client files from any device. It’s known among client portals for accountants because of its advanced security protocols, including encryption and multi-factor authentication, which ensures the confidentiality and integrity of client information.

Features:

  • Secure document sharing and storage
  • Mobile app compatibility
  • Integrated workflow management and automatic notifications
  • Client portal customisation options
  • Digital signature capabilities for documents

Pros:

  • Reliable and secure platform
  • Thorough training options available

Cons:

  • Minimal integrations with other software
  • Monthly fees can add up for small or mid-sized firms

Unfortunately, this platform doesn’t have enough third-party reviews to include any ratings or notable user mentions.

10. SmartVault

Best client portals for accountants: SmartVault

SmartVault offers a secure and easily accessible client portal for accounting and tax professionals looking to streamline cloud-based document storage and transfer. It allows accountants to easily store, manage, and share confidential client documents, while providing clients with secure access to their files anytime, anywhere.

Features:

  • Secure document sharing and storage
  • Automated workflows and templates
  • Customisable client portal options
  • Integration with QuickBooks and other accounting software
  • Audit trails and permissions-based access for client files

Pros:

  • Built for accountants and accounting firms
  • Variety of integration options

Cons:

  • Limited invoice management options
  • No direct integration with Xero software

SmartVault has an overall rating of 4.3 out of 5 stars on G2 based on over 90 reviews. Users appreciate its document management capabilities, ease of use, and strong security features.

Client Portals for Accountancy Firms

11. Zoho Books

Best client portals for accountants: Zoho Books

Zoho Books provides an accessible and integrated solution for accounting and tax professionals looking to manage finances, automate workflow processes, and track communications with clients. It’s a perfect fit if you use any of the other solutions in the Zoho product suite, such as Zoho CRM or Zoho Projects.

Features:

  • Secure document sharing and storage
  • Automated workflows for the accounting industry
  • Integration with other Zoho software
  • Mobile app compatibility for Android and iOS
  • Customisable templates for client communication

Pros:

  • Affordable pricing with a free trial option
  • Thorough inventory management features

Cons:

  • Only direct integration with Zoho software
  • Limited customisability in terms of portal design

Zoho Books has an overall rating of 4.5 out of 5 stars on G2 based on over 200 reviews. Users appreciate its user-friendly interface, affordability, and integration capabilities with other Zoho applications.

12. FileCenter DMS

Best client portals for accountants: FileCenter DMS

FileCenter DMS allows accountants to quickly scan, organise, and classify documents, aiding in streamlining workflows and improving efficiency. The platform offers robust security measures, including client-level access control and customisation, ensuring confidentiality and data integrity.

Features:

  • Secure document management and storage
  • OCR technology for enhanced document search and retrieval
  • Customisable workflows and automation
  • Client portal for secure communication and document sharing
  • Integrates with popular accounting software

Pros:

  • User-friendly interface
  • Advanced document organisation and search capabilities

Cons:

  • Limited customisation options for portal design
  • Mobile app features can be improved

Unfortunately, this platform doesn’t have enough third-party reviews to include any ratings or notable user mentions.

Never chase down another client document again. See how Glasscubes does the dirty work for you—request a free demo today!

13. ShareFile

Best client portals for accountants: ShareFile

ShareFile is a reliable solution for accounting professionals who need a secure and customisable client portal for file sharing, collaboration, and reporting. The platform's collaboration tools and customisable notifications provide seamless communication between accountants and their clients, enhancing the overall workflow.

Features:

  • Secure file sharing and storage
  • Real-time collaboration tools
  • Customisable branding options for client portal
  • Integration with Microsoft Office and Outlook
  • Activity tracking and reporting

Pros:

  • User-friendly interface
  • Extensive customisation options

Cons:

  • Limited integrations with accounting software
  • Relatively high pricing

ShareFile has an overall rating of 4.2 out of 5 stars on G2 based on over 1,300 reviews. Users appreciate its secure file sharing capabilities, user-friendly interface, and collaboration features.

14. Xero HQ

Best client portals for accountants: Xero HQ

Xero HQ is a standout among client portals for accountants because of its seamless integration with its sister accounting product, Xero. With features such as client lists, activity feeds, and notes, XeroHQ works well for client management and collaboration.

Features:

  • Workflow management and task assignment
  • Secure document storage and sharing
  • Real-time file and activity tracking
  • Integration with Xero accounting software
  • Customisable dashboard with reporting options

Pros:

  • Seamless integration with Xero software
  • User-friendly interface and built for accountants

Cons:

  • Limited integrations with other software
  • Basic project management features

Xero HQ does not have a standalone listing on third-party reviews sites, but its parent product, Xero, has an overall rating of 4.3 out of 5 stars on G2 based on over 600 reviews. Users appreciate its centralised client management capabilities, integration with Xero Accounting Software, and responsive customer support.

15. TaxDome

Best client portals for accountants: TaxDome

TaxDome is a client portal tailor-made for tax professionals, enabling them to efficiently manage their clients' taxes through features like document management, e-signatures, and invoicing. Additionally, TaxDome integrates with popular tax software like Intuit ProConnect and Thomson Reuters UltraTax, allowing for seamless data transfer and a simplified tax preparation process.

Features:

  • Secure client portal for document sharing and communication
  • Automated workflows and task management
  • Electronic signature capabilities
  • Client billing and payment processing
  • Integration with popular tax software

Pros:

  • Dedicated solution for tax professionals with comprehensive features
  • User-friendly interface and mobile app for easy access

Cons:

  • Limited customisation options for portal design
  • Access to advanced features requires a higher-priced plan

TaxDome has an overall rating of 4.7 out of 5 stars on G2 based on over 400 reviews. Users appreciate its user-friendly interface, client portal features, and helpful customer support.

16. Suralink

Best client portals for accountants: Suralink

Suralink is a bit unique among accounting client portals as it was designed to simplify the audit process specifically. However, it also includes features that support client collaboration and streamline document collection, organisation, and review, allowing accountants to efficiently manage both audit engagements and everyday client interactions.

Features:

  • Secure document request and collection
  • Real-time collaboration and discussion features
  • Customisable templates and workflows
  • Integration with accounting and tax software
  • Advanced reporting and analytics

Pros:

  • Streamlines document collection process with automated reminders
  • Centralised audit trail for transparency and accountability

Cons:

  • User interface can be complex for first-time users
  • Some features may require additional training for optimal usage

Suralink has an overall rating of 4.7 out of 5 stars on G2 based on more than 10 reviews. Users mention its clean interface, ease of uploading documentation, and intuitive functionality.

17. Firmex Virtual Data Room

Best client portals for accountants: Firmex Virtual Data Room

Firmex Virtual Data Room provides accountants with a secure and organised environment for storing and sharing sensitive client information, making it an ideal solution for M&A activities and other complex transactions. The platform is known for its unparalleled customer support, which is available 24/7.

Features:

  • Secure data storage and sharing for sensitive documents
  • Granular user permissions and access controls
  • Real-time notifications and reporting
  • Q&A and collaboration tools
  • Advanced security features for data protection

Pros:

  • Built for secure document sharing and due diligence processes
  • User-friendly interface with customisable branding options

Cons:

  • Somewhat costlier than other solutions
  • Limited integrations with accounting and tax software

Firmex Virtual Data Room has an overall rating of 4.5 out of 5 stars on G2 based on more than 40 reviews. Users mention its security features, customisation capabilities, and ease of use.

18. FileInvite

Best client portals for accountants: FileInvite

FileInvite enables accountants to streamline document collection by automating document requests and client reminders. It includes a user-friendly interface, time-saving automation features, and exceptional security measures.

Features:

  • Customisable document request templates
  • Automated reminders and follow-ups for document collection
  • Secure file sharing and storage
  • Integration with cloud storage platforms
  • Real-time dashboard for tracking document progress

Pros:

  • Simplifies the process of requesting and collecting client documents
  • Custom branding options for client portal

Cons:

  • Limited advanced features compared to other solutions
  • No direct integration with accounting software

FileInvite has a rating of 4.7 out of 5 stars on Capterra based on more than 90 reviews. Users mention its ease of deploying, embeddability on websites, and broad selection of templates.

19. Wrike

Best client portals for accountants: Wrike

Wrike is a client portal and project management solution that provides a range of advanced features and tools specifically designed to enhance productivity and streamline client management. The platform allows for easy communication and file sharing with clients, ensuring transparent and efficient collaboration.

Features:

  • Customisable client portal with project management capabilities
  • File sharing, feedback and approval features
  • Gantt charts and task management tools
  • Customisable client portal for collaboration and feedback
  • Agile and scrum project management templates

Pros:

  • All-in-one project management solution with a client portal
  • Robust project management features and templates

Cons:

  • Complex user interface for new users
  • Limited reporting and analytics options in the client portal

Wrike has a rating of 8.3 out of 10 stars on TrustRadius based on more than 1,300 reviews. Users mention its performance, availability of online training, and customisation options.

20. MyDocSafe

Best client portals for accountants: MyDocSafe

MyDocSafe enables accountants to securely store, organise, and share client documents, offering advanced security measures such as encryption, access controls, and audit trails. The platform’s integrated e-signature functionality streamlines the process of obtaining client signatures and ensures compliance with legal requirements.

Features:

  • Secure client portal with document sharing, e-signatures, and built-in payment tools
  • Customisable templates and branding options
  • Task management and deadline tracking features
  • Payment processing tools
  • Activity monitoring and auditing for security compliance

Pros:

  • HIPAA- and GDPR-compliant client portal designed specifically for business and accounting professionals
  • Customisable templates and branding options for an improved client experience

Cons:

  • Some users may find the pricing to be higher than other options
  • Limited integrations with other accounting software

MyDocSafe has a rating of 4.2 out of 5 stars on Gartner based on more than 35 reviews. Users mention its reliability, easy setup, and integrations with other non-accounting solutions.

Glasscubes makes client communication simple, secure, and seamless.

The most frustrating things about operating an accounting business aren’t about accounting at all—they are the administrative tasks (such as following up with clients and chasing down documents) that waste time and invoke boredom.

You can say goodbye to those mindless tasks with Glasscubes.

Glasscubes makes everything about client communication easy. You can:

  • Ditch the endless emails. Glasscubes will email clients for you on a schedule you set.
  • Improve clients’ response times. Clients don’t even have to log in to their unique file request portal unless you require it, so they’re more likely to use it.
  • See all conversations in context. Chat about individual files with clients within the file request portal. You’ll always have that conversation to refer back to in the future.

“Very useful information-gathering tool”

“Really enjoying using Glasscubes as an information-gathering tool. We are a firm of accountants, and this clever but simple software is saving us time and helping us automate [while maintaining a] personal touch and branding.”

—Alison Habebi via Trustpilot

Don’t take our word for it—read how one accounting firm has been able to use Glasscubes to increase its efficiency, using it to collect important information from clients, approve documents, and collaborate internally and externally. Or, take the first step to working more efficiently now by booking a free, 15-minute demo.


craigprofile

About this author: Craig Hyslop

Craig leads the Glasscubes Customer Success Department, and with over 30 years experience in the field, helping companies achieve maximum success with collaborative technology.

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