An accounting client portal your clients will love
Requests, secure folder sharing, communication, billing, proposals and more all within in a simple and modern passwordless portal.
David Sims
Treasury Manager, UNC Health Care System
A single portal for all client needs
Stop confusing clients with multiple client facing solutions. With Financial Cents you can enhance client experience by offering a single portal for all their needs.
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Focused on an amazing client experience
With our secure magic link technology your clients will be able to access the portal without ever having to create a username or password enabling you to get client responses faster.
Start free trialClient requests
Easily request information and reduce the client chase with automated reminders while making it easy for your clients to upload the information through our secure passwordless portal.
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Client communication
With our secure magic link technology your clients will be able to access the portal without ever having to create a username or password enabling you to get client responses faster.
Start free trialFolder sharing
Securely share folders and files with clients so they can easily access important documents when needed.
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Uncategorized transactions
Automatically ask your clients about uncategorized transactions in QuickBooks Online and recategorize them all from Financial Cents.
Start free trialInvoicing and payments
Get paid faster by making it easy for your clients to pay invoices with a intuitive design and automated payments.
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Proposals
Win clients with professional online proposals that make it easy to upsell extra services.
Start free trialClient portal features for accounting firms
Passwordless portal
Enhance client experience by making it easy for them to securely access their portal.
Auto-reminders
Stop the client chase by automatically reminding clients about outstanding items.
Client requests
Seamlessly request client information to get client responses faster.
Folder sharing
Securely share folders with clients and keep them organized in one place.
Client communication
Easily communicate with clients in one secure location.
Uncategorized transactions
Ask clients about uncategorized transactions and recategorize them from within Financial Cents.
Invoicing and payments
Get paid faster with a seamless invoice and payment experience for clients.
Proposals
Send legally binging online proposal to clients to drive more revenue.
Accounting, bookkeeping & CPA firms ❤️ Financial Cents
Client Portal for Accounting Firm FAQs
An accounting client portal is a secure, online platform that allows accountants and clients to share documents, manage requests, communicate, and handle billing in one centralized location. It simplifies collaboration and improves the client experience.
Financial Cents offers a passwordless, easy-to-use portal where clients can view requests, upload documents, pay invoices, sign proposals, and communicate with your team, all in one secure place. It eliminates the need for multiple tools or logins.
Yes. Financial Cents allows you to brand the client portal with your firm’s name, URL, logo, and colors, creating a consistent and professional experience for your clients.
No. Financial Cents uses secure magic link authentication, allowing clients to access their portal via a code sent to their email, no passwords required. This improves client adoption and speeds up response times.
Yes. You can send client requests directly from Financial Cents. The portal will automatically remind clients about outstanding items and securely collect uploads, all tracked within the practice management system.
Absolutely. Financial Cents uses secure encryption and passwordless login technology to ensure that all client communication, documents, and data remain protected and confidential.
Yes. You can securely share folders and files within the portal, so clients can easily access important documents at any time, organized and in one place.
Yes. All communication is centralized within the client portal, so you can message clients securely and keep a complete history of every conversation tied to their account.
With everything in one place; requests, documents, payments, proposals, and messages, clients enjoy a seamless, professional experience. The intuitive, passwordless design reduces confusion and makes it easy to stay on top of their tasks.
Yes. Financial Cents’ client portal is mobile-friendly, allowing clients to view and respond to requests, upload documents, and make payments from any device, without downloading an app.
Instead of back-and-forth emails, all client communication, requests, and document sharing happen within the portal, helping your team stay organized and improving response tracking.
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Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!