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.
4.8 stars
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.
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.
Client 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
Securely chat with clients in real time and organize all your conversations in one place to keep an audit trail of who spoke to the client, when and about what.
Folder sharing
Securely share folders and files with clients so they can easily access important documents when needed.
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 an intuitive design and automated payments.
Proposals
Win clients with professional online proposals that make it easy to upsell extra services.
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Client 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 binding online proposal to clients to drive more revenue.
Accounting, bookkeeping & CPA firms ❤️ Financial Cents
Client Portal for Accounting Firms FAQs
An accounting client portal is a secure online space where your clients upload documents, answer your requests, message your team, pay invoices, and sign proposals, instead of trading emails and attachments. It keeps everything you exchange with each client in one place, so nothing gets lost in an inbox.
In one passwordless portal, your clients can see and complete your requests, upload documents, answer questions about uncategorized transactions, open folders you’ve shared, message your team, pay invoices, and sign proposals, so they never juggle multiple logins or tools.
No. The portal is completely passwordless. Clients sign in through a secure magic link or a one-time code sent to their email, so there’s no account to create and no password to forget, which means faster responses from your clients.
Each firm gets an on-demand portal link. Add it to your website as a Client Portal button or to your email signature, and clients can enter their email address anytime to receive a secure sign-in link.
Yes. You can send clients a list of requests, and Financial Cents automatically reminds them about outstanding items until they’re done. Client uploads land on the related work, so your team can see what’s been received.
Yes. Financial Cents can automatically ask your clients about uncategorized transactions in QuickBooks Online through the portal, and you can recategorize them from within Financial Cents without a back-and-forth spreadsheet.
Yes. Clients can view and pay invoices in the portal, and you can set up automated payments so you get paid faster with less chasing.
Yes. You can send professional online proposals that clients review and sign in the portal, which makes it easy to win new work and upsell additional services.
Yes. You can securely share folders and files through the portal, so clients can find past documents and reports themselves instead of emailing you for copies.
Yes. You can chat with clients securely in the portal, and every conversation is saved with the client, so your team has an audit trail of who spoke to the client, when, and about what.
Yes. You can brand the client portal with your firm’s name, URL, logo, and colors, so clients get a consistent, professional experience that feels like your firm.
Yes. The client portal works in any mobile browser, so clients can respond to requests, upload documents, and pay invoices from their phone without downloading an app.
Yes. Everything in the portal is encrypted, and passwordless sign-in removes the risk of weak or reused client passwords. Financial Cents is SOC 2 compliant, independently audited against the AICPA’s SOC 2 standards.
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!