Client portal for bookkeeping and accountancy firms
Connect your clients, teams, projects and business applications through one secure branded client portal.
A connected client portal for your bookkeepers practice
Managing your team and clients across multiple systems and emails can quickly become disconnected.
Introduce an online portal that connects your clients, teams, business applications and data together in one secure platform – all in your own brand.
Offering an online portal gives your clients a central place to access all their business applications, upload documents, complete forms, manage tasks, view projects and communicate with your team — while giving your practice greater efficiency and visibility across client activity.
Manage full client engagement
Bring client activity and ongoing work together for greater visibility.
Improve communication and accountability
Keep communication clear, actions visible and responsibilities defined.
Track tasks & projects in one place
Manage tasks, projects and deadlines with clear visibility of progress.
Deliver a better client experience
Create a simpler, more connected and efficient way for clients to work with you.Give your clients one central place to work with your practice
Create a simpler, more efficient way for clients to work with your practice. Give them one secure, branded online workspace to access accounting applications, share documents, complete forms, manage actions and communicate with your team. Reduce emails and admin while creating a more efficient client experience, with greater visibility and a clear audit trail.
Simplify client information requests
Make it easier to collect the information you need from clients across bookkeeping, VAT, payroll, tax, year-end accounts and other accounting services. Use own-branded digital forms to request information and documents, assign actions and track outstanding items, giving everyone greater visibility of what is required and when.
Request documents and informationOnboard clients with bespoke forms
More than an accountancy client portal
Our online client portal goes beyond a traditional accountancy portal, creating a secure, connected platform that reduces administration, improves efficiency and enhances the digital client experience. Fully set up and supported by 4PointZero, the portal is tailored to your accountancy practice, with ongoing support for your team and clients.
Single sign-on for all client applications
Give clients secure access to every business application from one central location, with single sign-on, providing a great user experience.
Secure client document management
Upload, store and share client documents securely, keeping important files organised and accessible to clients and team members.
Client onboarding and digital forms
Manage tasks, projects and deadlines with clear ownership and visibility from start to finish.
Connected client communication
Reduce disconnected email chains and keep conversations closer to clients in one connected platform.
Manage workloads and monitor tasks
Get a clear view of team workloads, responsibilities and outstanding tasks, helping you balance resources, monitor progress and keep everything moving.
All in your own practice brand
Give your clients a digital experience that looks and feels like your practice.Turn your client portal into a revenue opportunity
Our online portal helps your accountancy practice build a stronger digital service around the work you already deliver. Bring your traditional accounting services into one connected platform, promote additional services directly from the login screen, and create opportunities to introduce services such as management reporting, advisory, forecasting and technology support as client needs grow.
Frequently asked questions
A client portal for accountants provides a secure online workspace where accountancy practices and their clients can exchange information, share documents, access accounting applications, manage requests and communicate.
Yes. our client portal provides a central digital workspace for the everyday interactions involved in delivering accounting services, from collecting documents and financial information to managing client requests, tasks and deadline.
Yes. The client portal is branded to your accountancy practice, helping you provide clients with a consistent digital experience under your own brand.
Yes. Access can be managed based on the individual client, user, team or role, helping ensure users only see the applications, information and functionality relevant to them.
The client portal provides a central business application launchpad where clients can access all of their
accounting and business applications relevant to the user, giving them one central starting point, with a single sign-on for your applications.
Yes. Your accountancy practice can use digital forms, document sharing and tasks to request information from clients and keep track of outstanding actions for services such as VAT, payroll, tax and year-end accounts.
Yes. Alongside traditional accounting services, the client portal can support your wider digital advisory
proposition, providing a platform through which you can offer reporting, finance technology and other value-added services.
Yes. The client portal is fully supported by the 4PointZero team. We’ll help set up the platform around your accountancy practice requirements and provide ongoing support for your team and clients with any questions about using the platform and day-to-day management.
Yes. The client portal monthly costing will depend on the modules and number of users your accountancy practice will require.