Client portal for accountants
Accountants' Client Portal
You already know which records are missing. The time goes into asking again, opening unusable files and explaining the same deadline. PORTALD gives each client a simple branded checklist for onboarding, record collection and invoices.
Collect client details, tax references and supporting documents in one workflow.
Use clear checklists for MTD records, VAT, payroll and year-end work.
Give clients invoice history without exposing your internal practice systems.
Your logo, colours and web address appear across the whole portal.
14 days free. No card needed. Build your branded portal before you pay.
accountant-example.portald.co.uk
PORTALD
Client records
Due this week
9
The admin behind the work
Where the admin starts to pile up.
Clients do not all organise records in the same way. One sends a spreadsheet, another photographs a receipt and a third waits until the deadline is uncomfortable. A simple client-facing checklist gives everyone the same route in.
Common issue 01
Clients are not equally digital
Some clients keep paper receipts, spreadsheets or half-finished folders. PORTALD gives them a straightforward front door without sending them into your practice software.
Common issue 02
Year-end and quarterly work becomes chasing
Every missing statement, receipt bundle or payroll change creates another email. A checklist shows the client exactly what is still outstanding.
Common issue 03
Onboarding evidence must be findable
Engagement letters, onboarding answers, tax references and authorisations need to be easy to find from day one.
How PORTALD helps
How PORTALD helps accountants keep customers moving.
MTD and year-end checklists
Ask for records by category and let clients see what has arrived and what is still due.
Engagement and onboarding
Collect accepted engagement letters, client details and supporting documents through one onboarding flow.
Invoice portal
Let clients check your invoices and payment history without another email to accounts.
Workflow
A simple way to keep every request in order.
Customers see what they need to do next. Your team sees what has arrived.
Invite the client
Give each client a branded login and a checklist that makes the first steps obvious.
Request records by task
Send focused forms and upload requests for MTD, VAT, payroll, company accounts or year-end.
Review and keep the audit trail
Review what arrives, ask for a clearer copy where needed and keep the client-facing trail together.
Related features
Features that may help accountants.
Try PORTALD free for 14 days.
Build your accountancy firm's branded client portal, create an onboarding or records checklist and start inviting clients before the trial ends.
Start my free 14-day trial
No card needed. Add your logo, build your first workflow and start inviting customers.
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 organise the client-facing collection of records and onboarding evidence. Tax calculations and submissions remain in the specialist accounting software your practice already uses.
Can I try PORTALD before paying?
Yes. Start a 14-day trial without a card, add your branding, build your first workflows and start inviting customers or clients. You can decide whether PORTALD fits your business before paying.