A Client Portal for Accountants, Built Around Your Firm
16,279+ sites created in the last 30 days
Custom client portal vs. off-the-shelf
Accounting firms lose days chasing the right documents from the right clients over email — and finished returns, approvals, and invoices end up scattered across inboxes instead of one secure place.
You bend your client experience to their fixed modules and layout.
Built to your exact service — the documents, updates, and payments your clients actually need.
Client files and messages sit inside their platform.
Your data and files live in your own per-app database — exportable anytime.
Per-seat or per-client pricing that grows with every account you add.
Flat — onboard every client you want, no per-seat tax.
Wait for their roadmap, or accept the portal they hand you.
Ask the AI in plain language and the portal changes in minutes.
Your clients live on their subdomain, on their brand.
Publish on your own domain and export the code to GitHub — no lock-in.
Skip the $30k custom-portal build — the AI builds it.
Your client portal, your data
It's a real app that belongs to you — the code, the database, and the domain — not a rented seat in someone else's platform.
You own the code
Your client portal is a real app you can export to GitHub — not a config trapped inside someone else's platform.
Your own database
Records live in your app's own database, not pooled in a vendor's cloud with everyone else's.
Your own domain
Publish on your custom domain so it's your client portal, on your brand — not a subdomain of theirs.
No per-seat lock-in
Add your whole team without per-seat pricing, and leave anytime with your data intact.
Built around how accountants really work
A client portal for an accounting firm is where clients drop documents, sign off on returns, and pay — securely, without a chaotic email trail. Tax season lives or dies on getting the right files from the right client on time. Describe how your firm collects and delivers work and the AI builds a portal around document requests, deliverables, and payments — on your brand, not a generic tool.
Use document-request checklists per client so people know exactly which files to upload — W-2s, receipts, statements — instead of guessing.
Keep each client's returns, letters, and reports in their own secure space, visible only to them.
Add e-sign or approval steps so clients can sign off on a return without printing anything.
Collect invoices and payments in the portal so billing sits next to the work, not in a separate system.
Send reminders as deadlines approach so missing documents surface before the filing date, not after.
A real app, not a spreadsheet
Your client portal runs like software your team already knows — a clean dashboard with your records and your stages. This is an illustration; the AI shapes the real layout around how you work.
- Your data and your fields — nothing generic
- Live on the web, on any device
- Refine it by chatting — no config screens
Everything a client portal needs
The core building blocks, ready out of the box.
Secure client login
Each client sees only their own space.
Document sharing
Deliverables and contracts in one place.
Messaging
Keep the conversation next to the work.
Invoices & payments
Send invoices and collect payment inside.
Project status
A live view of where things stand.
Your branding
Your logo, your colors, your domain.
Connects to your stack
Tell the AI which tools to wire in and it builds the integration — no waiting on a marketplace for a connector that doesn't exist.
How it works
Describe it, refine it, publish it. No schema design, no setup phase before you start.
Describe your client experience
Tell Kleap what each client should see — files, updates, invoices, whatever your service runs on. Plain language, no schema design.
Kleap builds the portal
The AI turns your description into a working, secure client portal with logins, document sharing, and payments.
Refine and publish
Keep chatting to adjust anything, then publish. Your portal is a real app on your own domain.
Frequently asked questions
What is a client portal for accountants?
A client portal for accountants is a secure space where clients upload documents, receive finished returns, approve work, and pay — instead of trading files over email. Kleap builds one around your firm's workflow.
Is client data secure?
Each client signs in to their own space and sees only their own files. Your data lives in your app's own database on your domain, and you control access — not a shared vendor cloud.
Can clients pay through the portal?
Yes. Tell the AI to wire in Stripe or QuickBooks and clients can view and pay invoices inside the portal, with a history they can see.
Can Kleap really build a client portal for accountants?
Yes. A Client Portal for Accountants, Built Around Your Firm works by turning a plain-language description of how you work into a secure, branded client portal — logins, document sharing, project status, and invoices that fit accountants, not a generic template.
How much does it cost to build a client portal?
A traditional custom client-portal build with an agency can run tens of thousands of dollars. With Kleap you describe what your clients need and the AI builds it — free to start, so you skip the agency invoice.
Is it free to start?
Yes. You can describe your workflow, generate a working client portal, preview it live, and keep refining it in chat for free. Advanced options like a custom domain and the enterprise build service are paid.
Do I need to design a database or write code?
No. You describe what each client should see in your own words and Kleap builds the app. You refine it by chatting — no schema design, no code.
What if I want experts to build and run it for me?
That's Kleap Enterprise. Our team scopes, builds, and maintains the client portal for you with custom integrations, SSO, dedicated support, an SLA, and a custom plan. Use the enterprise form on this page to start.
Build a client portal for another business
Describe your delivery process and Kleap's AI builds a client portal — deliverables, approvals, project status, and invoices — on your agency's brand. Free to start.
Describe your practice and Kleap's AI builds a secure client portal — document exchange, matter updates, intake forms, and invoices — on your firm's brand. Free to start.
Describe your workflow and Kleap's AI builds a client portal — deliverables, project status, invoices, and messaging — on your own brand. Free to start, no per-client fees.
Want experts to build and run it for you?
Skip the DIY and let Kleap's team scope, build, and maintain your client portal end-to-end — with custom integrations, dedicated support, an SLA, and a plan priced to your organization.
- Dedicated build team that scopes, ships, and iterates the client portal for you
- Custom integrations with the tools your team already runs on
- SSO, role-based access, and workspace governance for IT
- Priority support with an SLA and a named point of contact
- Migration and onboarding help so your data lands clean
- Custom enterprise plans priced to your team and usage
Describe your portal. Watch Kleap build it.
Tell Kleap how you work with clients and get a secure, branded portal in minutes. Free to start.
Start free — no credit card required.