AI App Builder · No code · Free

Build a Client Portal for Your Accounting Practice

Let clients securely upload tax documents, check filing status, and message you without endless email threads. Free to start.

Built in minutes No code required Own your data

A working app, not a template

accountant-client-portal.kleap.io
Accountant Client Portal
36 records
+ New
36
Total records
+21
This week
4
Active
Name
Status
Owner
Updated
Nova 100
Done
M. Chen
Jul 3
Harbor 107
Low
J. Okoro
Jul 8
Vertex 114
Active
S. Patel
Jul 13
Marigold 121
Pending
L. Dubois
Jul 18

Accountants handle sensitive financial documents that should never bounce around as email attachments. A secure client portal lets each client upload tax paperwork, receipts, and statements straight into their own private folder. You get organized records, they get clear visibility into filing status and deadlines.

What your accountant app handles

Give every client a private folder to upload tax returns, receipts, and bank statements securely instead of emailing attachments.

Add a filing-status field (Documents Needed, In Review, Filed) so clients can see where their return stands at a glance.

Build an intake form that collects each client's details and required documents in one structured record.

Use secure in-portal messages for questions about deductions or missing paperwork, keeping the whole exchange on file.

Build it in 3 steps

Step 1

Describe it

Tell Kleap what your accountant needs, in plain words.

Step 2

AI builds it

Get a real working app with records, forms, and a dashboard.

Step 3

Publish

Refine it in chat, then publish. It is a live app you own.

Frequently asked questions

Can I really build a client portal for your accounting practice without code?+

Yes. Describe what you track and Kleap builds a working client portal for accountant — records, forms, roles, and a dashboard. You refine it by chatting, no code and no spreadsheets.

Is it free to build?+

Yes. You can describe your app, generate it, preview it live, and keep refining it in chat for free. A custom domain and advanced options are paid.

Do I own the app and its data?+

Yes. The app runs on your own Kleap Database and the data is yours. You control who can log in and what each role is allowed to see.

Can I change it after it is built?+

Yes. Keep chatting to add fields, change the workflow, restyle it, or add new views. The app updates live as you describe the changes.

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Build a Client Portal for Your Accounting Practice

Describe it and watch it come to life. Free to start.

Build a Client Portal for Your Accounting Practice | Kleap