Client portal for accountants
Accountants' Client Portal
Accountants need clients to send usable records, sign engagement letters, complete onboarding forms and understand invoices. With Making Tax Digital expanding, PORTALD gives clients a simple branded login for the admin your team keeps chasing.
Collect ID, proof of address, tax references and onboarding forms in one portal.
Use checklists for MTD record collection, VAT, payroll and year-end tasks.
Show Xero invoice history so clients can self-serve payment questions.
Free for 14 days. Build a branded customer portal before you pay.
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PORTALD
Client records
Due this week
9
Research-led pain points
What accountants keep chasing.
HMRC's Making Tax Digital guidance requires affected self-employed people and landlords to keep digital records and send quarterly updates through compatible software. Accountancy firms still need the client-facing layer: reminders, document collection, onboarding evidence and a clear place for clients who are not naturally digital.
Pain point 01
Clients are not equally digital
Some clients keep paper receipts, spreadsheets or incomplete records. PORTALD gives them a simpler front door for sending records without exposing internal practice systems.
Pain point 02
Year-end and quarterly work becomes chasing
Every missing bank statement, receipt bundle or payroll change creates another email. Checklists show clients exactly what is outstanding.
Pain point 03
Onboarding evidence must be findable
ID documents, engagement letters, AML notes, tax references and authorisations should be filed against the right client from day one.
How PORTALD helps
How PORTALD helps accountants.
MTD and year-end checklists
Ask for records by category, track what has arrived and keep client tasks visible.
Engagement and onboarding
Collect signed letters, client details, ID uploads and supporting documents through the portal.
Xero invoice portal
Let clients see your invoices, statements and payment history without another accounts email.
Workflow
From request to clean record.
PORTALD keeps the client-facing steps clear while your internal tools stay private.
Invite the client
Give each client their own branded login and onboarding checklist.
Request records by task
Use forms and uploads for MTD, VAT, payroll, company accounts or year-end.
Review and keep the audit trail
Mark items received, ask for better copies and retain the client-facing record.
Related features
Useful PORTALD pages for accountants.
Try PORTALD free for 14 days.
Build a branded customer portal for your real customers and see whether it cuts the chasing before paying.
Does PORTALD replace accounting software?
No. PORTALD is the client portal layer for forms, files, signatures and invoice visibility. It works alongside your accounting and practice systems.
Can it help with Making Tax Digital readiness?
PORTALD can help collect client records and onboarding evidence, but the MTD submission itself remains in HMRC-compatible accounting software.