Client portal for bookkeepers
Bookkeepers' Client Portal
You can spot a missing monthly record in seconds. Getting the client to send the right one, with an explanation, takes much longer. PORTALD turns the monthly chase into a clear list of client tasks.
Collect receipts, sales invoices, payroll changes and VAT records through one login.
Show clients what is missing while there is still time to fix it.
Keep answers, uploads, signed terms and invoice history together.
Your logo, colours and web address appear across the whole portal.
14 days free. No card needed. Build your branded portal before you pay.
bookkeeper-example.portald.co.uk
PORTALD
Month-end records
Missing
4
The admin behind the work
Where the admin starts to pile up.
The same gaps appear month after month: a receipt with no explanation, one expected sales invoice or a payroll change mentioned too late. Giving clients a repeatable checklist is easier than rebuilding the request in every email.
Common issue 01
Receipts arrive without context
A photo or forwarded email rarely explains what the expense was for. Ask the question beside the upload, so the answer arrives with the file.
Common issue 02
Month-end depends on reminders
The same missing documents create the same chasing cycle every month. A saved checklist makes the routine obvious to the client.
Common issue 03
Payroll and VAT changes need a record
Payroll changes, VAT evidence, client confirmations and signed terms need a clear date and a clear home—not another inbox search.
How PORTALD helps
How PORTALD helps bookkeepers keep customers moving.
Monthly document requests
Reuse a monthly checklist for receipts, sales invoices, mileage, payroll changes and VAT evidence.
Review status
See what is waiting, what is usable and what needs a better copy before the deadline is close.
Client invoice visibility
Let clients open current and previous invoices from the same place they send their records.
Workflow
A simple way to keep every request in order.
Customers see what they need to do next. Your team sees what has arrived.
Set the monthly checklist
List the records each client needs to upload, explain or confirm.
Collect answers and files
Put short questions beside upload fields so documents arrive with useful context.
Review before deadline
Flag missing or unclear records while the client still has time to replace them.
Related features
Features that may help bookkeepers.
Try PORTALD free for 14 days.
Create a branded monthly records checklist, start inviting bookkeeping clients and see whether PORTALD shortens the chase during your free trial.
Start my free 14-day trial
No card needed. Add your logo, build your first workflow and start inviting customers.
Can clients upload receipts through PORTALD?
Yes. Clients can upload receipts and other supporting files from their phone or computer, and answer a short form at the same time.
Is PORTALD bookkeeping software?
No. PORTALD handles the client-facing collection, forms, signatures and invoice visibility. The bookkeeping itself stays in the accounting tools you already use.
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.