WHITE-LABELLED
Drive brand recognition across portal & mobile app
You focus on accounting. Clinked will focus on tech.
A Clinked Accountant Client Portal let’s you focus on what you do best. Don’t worry about technology, we’ve got this together.
White-label Portal for Accountants
Branded, Secure & Mobile.
Clinked Makes It Easy
Delivery to Clients
White-label seamless branded experience so your firm can deliver high touch value to your clients. Sprinkle in bank-grade security and a sparkling cloud-based interface to enables worry-free management of highly sensitive client data to differentiate against the competition.
Clinked Features for Accountant Client Portal
Reap the rewards of client knowledge across your teams by using the right features:
DOCUMENT MANAGEMENT
Request files, automated filing, cross device syncing, integrations and more
DATA SECURITY
Protect sensitive data with Bank-grade level security.
AUDIT TRAILS
Track actions & logins for all content & visualise activity.
COLLABORATE & COMMUNICATE
Communicate in chat, leverage document annotation & tagging to build strong relationships across clients in single source
TASK & EVENT MANAGEMENT
Manage tasks & calendar evetns across team & clients to drive delivery
ACTIVITY STREAMS
Always keep track of events, uploads, updates, comments and replies in a personal dashboard view.
INTEGRATION
Incorporate existing internal workflow & tools with Zapier & API functionality
“The Clinked product has really helped us tie all of our loose ends together, it’s allowed is to have one information hub and one spot for everyone to go to whether that be an external partner or an internal partner. It’s very easy to use, we’ve had nothing but great support from the Clinked team and it shows to all our customers and clients who use our product.”
Laura Kovacs, Underwriting Business Analyst
at Trillium Mutual Insurance Company
Why consider an Accounting Portal?
Clients seek technology driven interactions and enhanced protection of their data.
Challenging accounting firms to seek easy to manage, cloud-based, and secure solutions. In addition, the need to comply with regulatory policies means firms need to secure, auditable processes that integrate seamlessly with internal systems.
Sound familiar? Below are three key tools to help assess the value a client facing two-way client portal will deliver:
Your Clients Choose You. Bring them more with Clinked.
Sign up for a no commitment, free trial today.