Accounting Client Portal

Share files securely, collaborate on documents, and manage projects within your firm - all by using a Clinked accounting client portal.

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Client Portal Guide

Upgrade your accounting client portal as your business grows and fully white-label your tool to match branding requirements.

A client portal can provide accountancy firms with the flexibility of having on-demand access to financial data and other compliance documents, efficient communication between clients and staff, and a large capacity for file sharing and storing with bank grade security – all from one secure cloud workspace.

Learn more about the benefits of an accounting client portal with Clinked’s ebook ‘Client Portals For The Modern Accountant’.

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client portal

WHY DO YOU NEED A CLIENT PORTAL?

As accounting firms join the rise of the ‘paperless’ office and make business operations more in line with the times, the following issues you may currently be facing could be addressed with a well-designed client portal.

Documents are exchanged between clients and yourself primarily through email, which is disorganised and can get to be overwhelming.

Organising the communication and keeping an audit trail of changes and approvals can be challenging.

Data and communication need to be shared with other staff as and when needed. The ease of sending a folder full of documents and correspondence records does not exist in emails.

Electronic records can have a risk of data loss and are susceptible to data security issues.

CLINKED FOR ACCOUNTANTS

Clinked’s accounting and bookkeeping client portal lets your business and clients reap the rewards.

  • Allow for on-demand access to important documentation and real-time communication for remote clients and team members. 
  • Bring up client financial data, edit and approve files, and track deadlines, all from a secure and central cloud workspace.
  • Increase client satisfaction by providing increased transparency for daily accounting processes.
  • Have immediate access to increased storage space and new accounts for clients and team members with just one click.
  • Bank-grade level security and private cloud solutions to meet stricter security requirements for highly sensitive documentation, such as payroll and tax information.
"Clinked allows us to efficiently process our clients accounts ensuring we deliver, track, analyse and report financial information - so clients always know their numbers. "

– Simon Lee, Founder, Outbased

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THE CLINKED ACCOUNTING CLIENT PORTAL

Clinked’s accounting and bookkeeping portal lets your business and clients reap the rewards.

FILE MANAGEMENT

Easily manage your highly sensitive data with your Clinked accounting client portal. Safely update and store your payroll, profit and loss accounts, tax information and other financial information.

WHITE-LABEL SOLUTION

Represent your firm with a white-label accounting client portal and mobile app. Meet corporate guidelines and help your clients to associate your tool with the rest of your brand.

AUDIT TRAILS

Account administrators can track actions such as view, download, create, update, delete and login information for all content, generate CSV reports and sort by group, date, content or user.

DATA SECURITY

With sensitive financial information being stored in your accounting client portal, it’s vital that it’s being protected with the highest level of file security for content access and storage.

COLLABORATE AND COMMUNICATE

Communicate with clients both internally and externally to always keep them up to date with on going collaboration, building strong relationships and providing tailored services.

ACTIVITY STREAMS

Have an overview of all user activity going on within your accounting client portal to always keep on track. For example new events, uploads, updates, comments and replies.

TASK AND EVENT MANAGEMENT

Set up tasks and meetings for staff and clients, and communicate with your members to ensure that tasks are completed on time and meetings are well prepared for.

GOOGLE APPS INTEGRATION

Re-use, access and share your Google content within your Clinked client portal and take advantage of the collaborative features Clinked offers; such as annotations and tags.

MORE FEATURES

GET YOUR COPY OF CLINKED'S LATEST E-BOOK

‘Client Portals For The Modern Accountant’ aims to help accountants and bookkeepers further learn about the benefits of a client portal.

 

This e-book includes information on:

  • What is a client portal.
  • How a client portal can benefit accountants.
  • Choosing the perfect solution.
  • How the cloud is transforming collaboration.
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