Are you an accountant looking for a secure way to share tax documents and other financial files with your clients? We have compiled a list of all the best currently available client portal software for accountants to help you choose one that best suits your needs so that you can improve your accounting firm’s workflow.
This is by no means an exhaustive selection of the best client portal software we could find because new ones may arise after this article is published. That being said, if you find and use one not mentioned here, please let us know so we can update this article or write a new one that will include the latest additions to this category of software.
A client portal is simply a web or cloud-based portal that primarily offers a secure way to share sensitive documents between you, your team members, and your firm’s clients. Some portals just provide the fundamental features just mentioned while others include a suite of additional features that may or may not be useful to you. In my honest opinion, some are just bloated and made too complicated to use.
As for pricing, most charge a fee per user and/or usage on a monthly or yearly basis. Only a few have a fixed monthly or yearly price with none or very minimal emphasizes on usage.
With that in mind, please choose wisely as the client portal software you decide to use for your firm will have an impact on your overall operational efficiency. That’s not to say that you cannot switch from one to another if you realize it doesn’t fit you.