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Clinked Makes It Easy

Clinked Client Portal for Accountants allows you to focus on what you do best – accounting. Don’t worry about technology, we’ve got this together.

  • Put your brand front and center and start building brand equity thanks to our fully customizable portal
  • Enjoy granular permissions and access rights to protect your most confidential data
  • Share sensitive information in the office or on the go with our white label mobile application
  • Approve documents, track progress on tasks & more – all in one central, cloud based location for increased transparency.

Client Portal for Accountants by Clinked = Happy Clients

Client expectations are changing rapidly. Accounting practices need to evolve and embrace the new standards of client experience to stay competitive. Complement your accounting services with a white-label, cloud-based client portal for accountants to deliver more to your clients:

  • Hassle-free collaboration: share files, approve accounts and sign documents directly from within the platform. Start 1-2-1 and group chats within seconds
  • Increased transparency: create, update and share tasks & events with other members across your groups.
  • Guaranteed peace of mind: Clinked accountant client portal offers bank-grade security for your data. 
  • Happy teams, happy clients: let your client portal be the single source of truth. Clinked connects with 3000+ apps including accounting softwares thanks to our Zapier integration and native API
  • Your brand front and center: customize your URL, use your brand colors and logo and more

“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

Client Portal for Accountants' Features

Reap the rewards of client knowledge across your teams by using the right features:

White-labelled

Your brand is your most valuable asset. Gives it the space it deserves online and on mobile.

Document management

Request, share, comment, like and approve files from within the platform.

Data security

Protect your sensitive data with bank-grade level security and advanced security settings.

Audit trails

Track actions & logins for all content & visualise activity. Generate and download csv files.

Collaborate easily

Let team members and clients know of any updates through the chat, likes buttons or @mentions.

Project management solution aids efficient task management

Task & event management

Share tasks and calendars across users. Improve visibility & accountability for teams and clients.

Stay mobile

Never miss an update – collaborate in the office or on the go with our white label mobile app.

Integration

Incorporate existing internal workflow and other accounting software with Zapier & APIs

See all features

Can You Benefit From A Client Portal?

Accounting practices are under increased pressure from existing and prospective clients as well as regulators and partners to deliver more, better, faster.

  • Clients often request the same file multiple times, creating unnecessary bottlenecks and frustrations internally
  • You are tired of never ending, complicated email threads that never lead anywhere and never get actioned
  • You believe your data and your clients data should be kept secure and properly looked after
  • You are eager to benefit from real time collaboration and communications to deliver more to your clients and differentiate from the competition

Sounds familiar? A client portal could help.

Try free for 10 days

What is a client portal?

So we've heard of a client portal, but what exactly is it & how can my business use one?

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Does your accounting firm need a client portal?

Could your organisation benefit from a client portal? Take our quiz to find out!

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Clinked client success stories

Hear from peers who use Clinked's accountant client portal to deliver more to their clients.

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