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.
16,171+ sites created with Kleap in the last 30 days
A working app, not a template
What it is
A client portal for an accountant is a secure web app where each client logs in to upload documents, track the status of their filings, and message you — replacing email attachments and shared drives. Kleap builds it on its own database so each client's financial documents stay private to them.
What your accountant client portal tracks
Every field below is one you can add, rename, or remove by chatting with Kleap — a starting point tuned for accountant.
Document request checklist
A per-client list of what you need (receipts, bank statements, W-2s) with an uploaded/outstanding status, so clients know exactly what's missing before a deadline.
Secure document upload
File fields for clients to submit sensitive paperwork directly to their record instead of unencrypted email attachments.
Filing status tracker
A live stage for each return or engagement (docs pending, in preparation, review, filed) so clients stop calling to ask if it's done.
Deadline field
The due date for each filing on the client's record, so both sides see what's coming and nothing slips silently.
Signature / approval request
A record where the client confirms and approves a return before submission, with the timestamped decision saved for your files.
Per-client secure message thread
A private conversation scoped to the client so questions about their numbers stay attached to their account, not lost in a shared inbox.
Delivered documents library
Finished returns, statements, and letters the client can download anytime — a permanent home instead of re-sending old attachments.
Client intake form
A structured onboarding form (entity type, prior accountant, tax IDs) that writes into the client record so you skip the manual data-entry kickoff.
Client dashboard
A summary view showing outstanding document requests, current filing status, and next deadline the moment the client logs in.
What good looks like for accountant
One app, a view for everyone
Client
Uploading documents securely, knowing what's still needed, seeing whether their return is filed, meeting deadlines
Accountant / preparer
Getting complete documents on time, a clear filing status per client, an audit trail of approvals and communications
Firm partner
Deadline compliance across the client book, professional secure handling of sensitive data, fewer bottlenecks in busy season
Buy a tool, or own one built for you
Off-the-shelf software makes you fit its mold. With Kleap you describe the client portal you actually want and own it outright.
A typical client portal
- Monthly per-seat fees that grow with your team
- Your data lives on their servers, in their format
- Fixed features — you adapt to the tool, not the reverse
- Generic, not shaped around accountant
Built with Kleap
- Free to start — no per-seat pricing
- You own the app and its database, data stays yours
- Change anything by chatting — fields, views, workflow
- Shaped around how accountant actually works
Build it in 3 steps
Describe it
Tell Kleap what your accountant needs, in plain words.
AI builds it
Get a real working app with records, forms, and a dashboard.
Publish
Refine it in chat, then publish. It is a live app you own.
Frequently asked questions
Is it safe to have clients upload tax documents to the portal?+
Yes. Each client logs into a private account and their uploads are stored in the portal's own database, visible only to them and your firm. This is more secure than email attachments, which travel unencrypted and linger in inboxes.
Does the portal connect to QuickBooks or my tax software?+
No. It is a standalone web app for collecting documents, tracking filing status, and communicating — not an accounting integration. You still prepare returns in your own software; the portal handles the client-facing intake, status, and delivery around that work.
Can clients see the status of their return without calling me?+
Yes. The filing-status field on each client's dashboard shows whether their return is awaiting documents, in preparation, in review, or filed. That visibility alone eliminates most 'is it done yet?' calls during busy season.
Do clients need to install anything to use it?+
No. The portal is a responsive website they open in any browser on phone or computer and log into with their credentials — there is no app to download and no software for them to install.
More Client Portal use cases
Ready to build it?
Describe your accountant client portal and watch it come to life. Free to start, no code.