Client Portal For Accountants

Stay on top of compliance and regulatory obligations while delivering a better experience to your clients with Clinked accounting client portal software.

An illustration of Clinked's client portal software for accountants, offering secure and customizable access.

Clinked: The Ideal Companion to Your Accounting Software

Client-focused service that adds real value to your firm

A view of Clinked’s integration with accounting tools, facilitating smooth operations.

Clinked’s Accounting Client Portal isn't meant to replace essential software like QuickBooks or Xero but to complement them by focusing on client communication and secure document management.

This integration allows you to maintain your workflows while significantly improving client relationships, communication, and data storage.

The Ideal Solution for Secure Document Management in Accounting

A detailed look at Clinked's secure document management in accounting with clinked, enhancing workflows and efficiency.

Clinked offers robust encryption, permission controls, and compliance with industry standards, ensuring that sensitive documents are always secure and accessible.

Easily store, organize, and collaborate on financial documents in a centralized environment.

Clients can securely access and manage their own files through Clinked's self-service features, reducing administrative tasks and enhancing convenience.

Effortless Communication: Keep Your Clients Connected and Informed

A view of Clinked's client communication tools, facilitating smooth operations.

Whether it’s one-on-one chats, group messaging, or company-wide announcements, Clinked centralizes communication to ensure timely responses and transparency.

Push updates on the latest legislation, taxation news, and important deadlines to all clients simultaneously, keeping them informed and compliant.

Tag or comment on files, events, and tasks to align teams and clients, minimizing miscommunication and ensuring everyone is on the same page.

White-Labeling and Customization

An illustration of Clinked's white-label your accounting client portal for secure access and customization.

Clinked offers comprehensive customization options, allowing you to fully white-label your client portal.

Customize with your firm’s logo, colors, and branding elements, and even use a custom domain and email domain to create a seamless, professional experience.

Clinked is available in 14 languages, ensuring a tailored experience that meets your clients' needs while reinforcing your brand at every touchpoint.

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Bespoke Portals Tailored to Your Accounting Firm’s Unique Need

An illustration of Clinked's bespoke portals tailored to your accounting firm's need for secure access and customization.

If your accounting firm requires a truly bespoke solution, Clinked is here to help. We offer fully customized portals that are designed to meet the specific demands of your practice. 



Whether you're looking for specialized features or a completely tailor-made client portal, we’ll build it to your exact specifications, ensuring you have the perfect tools to streamline your accounting processes and enhance client service.

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Client portal designed to protect your data

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Key Features Designed to Elevate Your Accounting Practice

Are you looking to manage clients, projects, or securely store and share files? Choose the solution that fits your needs best. Review the features listed below, or book a demo so we can discuss your requirements and help you select the perfect option.

Google Workspace

A screenshot of Clinked's integration with Google Workspace, showcasing seamless connectivity and collaboration features, including document sharing, calendar synchronization, and streamlined communication tools.

Integrate Google Workspace with Clinked for seamless document sharing, management, and collaboration within your projects.

Custom Access Permissions

A screenshot of Clinked's permission settings, showcasing customizable access options with user roles, permissions, and security controls.

Set specific access permissions for group content. Ensure proper access levels while maintaining control and security.

Email Notifications

A screenshot of Clinked's email notification feature, showcasing real-time updates and alerts to keep users informed about project activities and team communications.

Stay updated with Clinked’s email notifications. Get alerts for content changes, keeping you connected to important actions.

Adobe Acrobat Sign

A screenshot of Clinked's secure document signing feature, showcasing the integration with Adobe Acrobat Sign for seamless electronic signatures and enhanced document security.

Use Acrobat Sign integration for quick, secure document signing and storage in Clinked, ensuring compliance and efficiency.

Document Watermarking

A screenshot of Clinked's platform showcasing the digital asset protection feature, highlighting the watermarking tool to secure and personalize content.

Add watermarking to files for added security. Embed unique identifiers to prevent unauthorized use and ensure content ownership.

Tasks Management

A screenshot of Clinked's task management feature, showcasing an intuitive interface for efficiently managing and tracking tasks, complete with progress indicators and deadline reminders.

Manage tasks in Clinked by organizing, assigning, setting due dates, and tracking progress in a collaborative space.

Custom Domain

A screenshot of Clinked's platform showcasing the feature to enhance your professional image with a custom domain, allowing personalized branding and improved client engagement.

Use Clinked's Custom Domain for a branded portal experience, making access easier for clients and team members.

White-label

A screenshot of Clinked’s white-label solution, showcasing features designed to impress clients, including personalized branding options and seamless integration capabilities.

Impress clients with Clinked’s white-label options. Match your portal with your corporate branding for a cohesive experience.

QuickBooks

A screenshot of Clinked's platform, showcasing the automated task creation feature for new QuickBooks orders, highlighting seamless integration and streamlined workflow management.

Automatically create tasks in Clinked for new QuickBooks orders, enhancing order tracking and task management.

File Request

A screenshot of Clinked's File Request feature, showcasing the seamless process of requesting files with a user-friendly interface, allowing for efficient collaboration and file management.

Use File Request to collect files securely from non-members. Allow uploads directly to Clinked for efficient handling.

File Approval

A screenshot of Clinked's document workflow feature, showcasing the file approval process with options for reviewing, approving, and commenting on documents.

Manage document sign-offs efficiently. Track approvals or rejections within Clinked to ensure everyone is on the same page.

Mobile Push Notifications

A screenshot of Clinked's mobile app, showcasing the push notification feature that keeps users informed with real-time updates and alerts directly on their mobile devices.

Receive real-time updates with Clinked's mobile push notifications, ensuring you stay informed and responsive.

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Accounting Client Portal: Customer Feedback

Over 3,000 clients in 40+ countries trust Clinked to keep their business connected to their teams

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FAQs about Client Portal for Accountants

Discover how client portals help accountants manage documents, communication, and onboarding, ensuring compliance and productivity.

What is Clinked's client portal for accountants?

Clinked’s client portal for accountants is a specialized platform designed to streamline communication, document management, and compliance tasks for accounting firms. It complements accounting software like QuickBooks and Xero by providing a centralized space where firms can securely interact with clients, share documents, and track the progress of projects. It allows accountants to deliver better service by reducing administrative work and improving client communication, all while maintaining data security.

How does Clinked help with compliance and regulatory obligations?

Clinked ensures that your firm remains compliant with industry regulations such as GDPR, ISO 27001, and HIPAA by providing robust encryption, audit trails, and permission controls for all documents. You can securely store, share, and manage sensitive client documents, while automated updates help ensure that both your team and clients meet important deadlines, such as tax submissions or compliance filings. The platform's audit trails also allow you to monitor document access and activity, further supporting your firm's compliance efforts.

Can I brand my client portal to match my accounting firm?

Yes, Clinked offers extensive white-labeling options, allowing you to fully customize the client portal with your firm's logo, colors, and branding elements. You can even use a custom domain and email addresses, ensuring that your clients have a seamless and professional experience when interacting with your firm. This level of customization reinforces your brand at every touchpoint, making it appear as if the portal is an in-house solution rather than a third-party service.

How does Clinked improve client communication?

Clinked centralizes all client communication, making it easy for accountants to stay connected with their clients. Whether it’s through one-on-one messaging, group discussions, or company-wide announcements, Clinked keeps everyone informed and ensures that no important updates are missed. You can also tag files, events, or tasks directly within conversations, making it easy to refer to specific documents or deadlines, and minimizing the chances of miscommunication.

Is Clinked secure for handling sensitive accounting data?

Absolutely. Clinked is built with security at its core, ensuring that sensitive accounting and financial data is always protected. It offers data encryption, custom access permissions, and compliance with some of the highest security standards, including ISO 27001, ISO 9001, HIPAA, and GDPR. These features ensure that client information is safe from unauthorized access, while also providing peace of mind for both your firm and your clients.

Can Clinked integrate with other tools we use in our accounting firm?

Yes, Clinked integrates seamlessly with a variety of tools that accountants commonly use, such as Zapier, Jotform, Google Workspace, Microsoft 365, and e-signature tools like Adobe Sign and DocuSign. These integrations allow you to automate workflows, streamline data collection, and collaborate efficiently within your existing systems. For example, you can collect client data using Jotform, then securely store and manage the documents in Clinked without disrupting your usual processes.

How does Clinked support document management for accountants?

Clinked’s document management system is designed to make handling sensitive financial documents simple and secure. You can upload, store, and organize client files in a centralized location that is accessible to both your team and your clients. Clients can also use Clinked’s self-service features to upload documents and manage their own files, which reduces the administrative burden on your firm. With features like document versioning, permission-based access, and secure file sharing, Clinked ensures that all financial records are handled efficiently and securely.

What are Clinked’s key security features?

Clinked offers comprehensive security features that protect your client data and ensure regulatory compliance. This includes data encryption for all stored and transmitted documents, custom access permissions that allow you to control who can view, edit, or download files, and audit trails that provide a detailed log of all document-related activities. Clinked also complies with key security standards such as ISO 27001, ISO 9001, HIPAA, and GDPR, making it one of the most secure platforms available for accounting firms.

Can Clinked help track file access and activity?

Yes, Clinked’s audit trail feature allows you to monitor all activity related to your client files. You can track when documents are viewed, downloaded, updated, shared, or deleted, providing complete transparency into how client data is being handled. This feature is particularly useful for compliance audits and internal reviews, ensuring that you have a record of every action taken on sensitive financial documents. Additionally, you can generate CSV reports that summarize these activities, giving you quick and easy access to important audit information.