Client Portals Software for Accounting Firms

Compare the best client portal software for accounting firms. Share documents, collect information, and communicate through a secure portal.

8 tools listed

Compare these tools side by side

Practice Management Client Portals

Client Hub

Modern accounting practice management platform unifying workflow, task tracking, document exchange, and client portal focused on client experience.

Client Portals

Clustdoc

Client onboarding and document collection portal automating intake workflows and file collection for accounting firms.

Practice Management Client Portals

Copilot

Copilot is a white-label client portal for accounting firms with customizable branding, messaging, e-signatures, and an API for building custom apps.

Client Portals Communication & Collaboration Practice Management

Liscio

Secure client communication and document exchange platform for accounting firms, replacing email with encrypted messaging and e-signatures.

Document Management Client Portals

ShareFile

Secure file sharing and document management platform with encrypted storage, e-signatures, and client portals for accounting firms.

Document Management Client Portals

SmartVault

Document management and client portal software built for accounting firms with secure file sharing, e-signatures, and automated workflows.

Document Management Client Portals

SuiteFiles

Document management platform for accounting firms with file storage, client portals, e-signatures, and deep Xero integration.

Practice Management Client Portals

TaxDome

All-in-one practice management for accounting firms combining CRM, workflows, client portal, document management, and billing.

Other Tools That Include Client Portals

These are categorised elsewhere but include client portals as part of a broader platform. Useful if you would rather consolidate than add another tool.