Client portal for bookkeepers
Bookkeepers' Client Portal
Bookkeepers often know exactly what is missing; the hard part is getting clients to send it on time and with enough context. PORTALD turns repeat document requests into clear client tasks with uploads, forms and review status.
Collect receipts, bank statements, payroll changes and VAT evidence through one link.
Show clients what is missing before month-end becomes urgent.
Keep signed terms and Xero invoice history in the same client portal.
Free for 14 days. Build a branded customer portal before you pay.
portal.demobookkeeper.com
PORTALD
Month-end records
Missing
4
Research-led pain points
What bookkeepers keep chasing.
Making Tax Digital pushes more businesses towards digital record keeping and quarterly updates, but bookkeepers still face the client behaviour problem: late receipts, partial statements, missing context and last-minute uploads. PORTALD gives clients one repeatable place to complete the work.
Pain point 01
Receipts arrive without context
A photo or forwarded email does not always explain what the expense was for. PORTALD forms can collect the answer and the upload together.
Pain point 02
Month-end depends on reminders
The same missing documents create the same chasing cycle every month. Client checklists make the outstanding items visible.
Pain point 03
Payroll and VAT changes need a record
Client confirmations, payroll changes, VAT evidence and signed terms should be attached to the client, not buried in email.
How PORTALD helps
How PORTALD helps bookkeepers.
Monthly document requests
Create repeatable checklists for receipts, statements, mileage, payroll changes and VAT evidence.
Review status
See what is waiting, what is usable and what needs another copy before deadlines hit.
Client invoice visibility
Let clients open current and historic Xero invoices from the same portal.
Workflow
From request to clean record.
PORTALD keeps the client-facing steps clear while your internal tools stay private.
Set the monthly checklist
List the records each client needs to upload or confirm.
Collect answers and files
Use forms and upload fields so documents arrive with context.
Review before deadline
Flag missing or unclear records early enough for the client to fix them.
Related features
Useful PORTALD pages for bookkeepers.
Try PORTALD free for 14 days.
Build a branded customer portal for your real customers and see whether it cuts the chasing before paying.
Can clients upload receipts through PORTALD?
Yes. Clients can upload supporting files and complete forms inside a branded portal.
Is PORTALD bookkeeping software?
No. It is a client portal for collection, forms, signatures and invoice visibility. Your bookkeeping work still happens in your chosen accounting tools.