Accountants handle vast amounts of sensitive information. One wrong move can jeopardize the security of your client's data and ruin the reputation of your firm.
With face-to-face interactions continuing to decline, you need a solution that only helps you manage all that information but also keeps it safe from the prying eyes of hackers.
Introducing client portal software for accountants.
And picking one from a plethora of choices isn’t a cakewalk— so we've researched and compiled a list of the top 10 client portals tailored for accountants like you.
What is client portal software for accountants?
Client portal software for accountants is a cloud-based tool that establishes a safe, centralized hub for accounting firms and their clients to communicate and work together.
It offers a secure way to share and manage sensitive and confidential documents like tax returns, invoices, receipts, and financial statements.
Key Features a Client Portal Software for Accountants
- Data security and protection: Find a platform that lets your clients safely upload, download, and share financial documents with encryption and user authentication. It must also be compliant with SOC-2 Type-1, HIPAA, and GDPR.
- Client dashboard: Look for a client portal software that summarizes all client information in one place so that it’s easy for you to keep track of their data.
- Automated reminders: Choose a portal that reduces manual labor by letting you set up automatic reminders to notify clients about document requests and task deadlines.
- Document management: You should be able to allow multiple users to work on shared documents at the same time, bringing document storage, sharing, and editing in one place.
- Third-party integrations: You’re likely already using some accounting tools, so the software should integrate with them to maximize productivity
Top 10 Client Portal Software for Accountants
Below are the top accountant client portal software tools, based on features, pricing, and user reviews.
1. Softr
G2: 4.8/5 (350+ reviews)
Capterra: 4.7/5 (60+ reviews)
With Softr's client portal software, you get to create a secure and easy-to-use platform for your business in minutes without coding. Use it to manage data and collaborate with clients, partners, or community members from a single comprehensive hub.
It comes with enterprise-grade security, 24/7 access, and flexible permissions, letting you securely share files, communicate in real-time, collect payments, create memberships, and add custom code. It also integrates with a variety of payment and productivity tools like Airtable, Google Sheets, HubSpot, and SmartSuite.
Trusted by over 400,000 teams across the world, Softr is made to streamline your workflows, improve collaboration, and offer a customizable user experience to match your brand.
Pricing
- Basic: $59 /month
- Professional: $167 /month
- Business: $323 /month
- Enterprise: Custom
Features
- Easily connect to data sources like Airtable, HubSpot, Google Sheets, BigQuery, and more
- Share only the needed information and control access with detailed permissions
- Track projects with shared timelines, tasks, and updates using calendar and Kanban views
- Create invoices and accept payments with Stripe or PayPal integrations
- Embed dashboards for real-time data access without extra costs
- Make multi-step forms to customize the portal and gather feedback
Integrations
Softr is equipped with a wide range of integrations for every kind of app you require to run your accounting firm. Some of the most common tools include Zapier, Intercom, Mailchimp, Stripe, Airtable, Google Analytics, and a lot more.
2. Canopy
G2: 4.6/5 (350+ reviews)
Capterra: 4.5/5 (220+ reviews)
Canopy’s cloud-based management suite is a common choice for accounting firms to handle clients, documents, workflow, payments, taxes, and more.
Its client portal includes secure file sharing, e-signatures, payment management, to-do lists, and automated reminders. It has advanced security features like two-factor authentication, touch/face ID, and password-less login, ensuring your data remains unbreachable.
Pricing
- Starter: $60/user/month
- Essentials. $88/user/month
- Growing firms, on the other hand, can build their custom plans. Its client management feature is free for the first 250 clients and charged additionally in increments of 50 clients. You can add other features like Document Management, Workflow, and Time & Billing for extra costs.
There are two versions of this:
Features
- Securely upload documents individually or in bulk from your devices or cloud storage
- Sign documents easily with e-signatures that open directly to the signature field
- View invoices, payment history, and make payments using saved payment info
- Get automated reminders and stay on track
- Login with 2FA, Touch/Face ID, and passwordless options
- Personalize according to your accounting firm's look and feel
Integrations
Canopy comes with API access and readily integrates with leading platforms like Zapier, QuickBooks, Google, and ODrive.
3. Content Snare
G2: 4.6/5 (350+ reviews)
Capterra: 4.5/5 (220+ reviews)
Content Snare is a popular choice among web designers and developers for its ability to simplify the process of collecting content from clients.
Its user interface makes it very easy for clients to upload and share files without any hassle. They receive unique links for access, plus you can add additional security features, like passwords, for extra safety.
Pricing
- Basic: $35/month
- Plus: $71/month
- Pro: $119/month
- Custom: $215+/month
Features
- Build custom forms with drag-and-drop options and various input types
- Schedule automatic email follow-ups on custom timelines
- Break questions and requests into sections to make client tasks less intimidating
- View all information in one place with an organized client dashboard
- Navigate an intuitive user interface for simple client onboarding
- Ensure encryption and security compliance
Integrations
Content Snare can integrate with 5,000+ apps, including Zapier, Make, Xero, WebHooks, and more via its API.
4. OneHub
G2: 4.2/5 (40+ reviews)
Capterra: 4.6/5 (40+ reviews)
OneHub stands out for its virtual data rooms, bank-level data encryption, straightforward pricing, free trial, and customizable branding options. Users especially praise how it helps their growth, presents a professional image, and speeds up workflows.
With its simple interface, detailed permissions, and strong security, Onehub is a popular choice for creating a branded space for client interactions.
Pricing
OneHub has a 14-day free trial if you want to give it a spin without spending anything. It has 4 paid plans:
- Standard: $15/month
- Advanced: $25/month
- Data Room Edition: $375/month
- Unlimited Edition: $575/month
Features
- Brand workspaces on a custom domain
- Upload files with drag-and-drop and preview 30+ file types
- Track document sharing and user actions with advanced activity tracking
- Assign specific access levels to files and folders with permission controls
- Add document watermarks to prevent theft
- Embed sign-in forms for direct client access from the company website
Integrations
OneHub can easily integrate with MS Office, Google, and DocuSign.
5. TaxDome
G2: 4.7/5 (550+ reviews)
Capterra: 4.7/5 (3000+ reviews)
Much like our other picks, TaxDome is a secure, user-friendly client portal for accountants and their clients. It offers a unified workspace for all interactions, making the client experience easy and convenient.
Its intuitive interface and customization options boost the firm's brand and cut administrative costs. It has personalized support and training so that you get a smooth setup.
Pricing
TaxDome has a single paid plan, TaxDome Pro, for $50/user per month (billed annually), and several subscriptions based on the number of years.
- 1-year subscription: $800/year
- 2-year subscription: $700/year
- 3-year subscription: $600/year
Features
- Display all pending actions on the dashboard
- Manage documents securely with upload, approval, and e-sign options
- Communicate securely with encrypted instant chats
- Pay invoices online
- Book appointments easily
- Use custom domains for your firm
- Access on-the-go with a mobile app for iOS and Android
Integrations
TaxDome connects with most leading tax, bookkeeping, payment, and email platforms. Some of them include QuickBooks, TaxAct, Stripe, Calendly, and Outlook.
6. CoPilot
G2: 4.8/5 (140+ reviews)
Capterra: 4.9/5 (20+ reviews)
CoPilot is a modern accounting client portal for service businesses to streamline messaging, billing, file-sharing, and customer support.
It helps businesses automatically onboard clients, deliver services, and get paid, all in one place. Trusted by over 1,000 businesses and 1 million clients, it has proven to offer a smooth and reliable experience on both web and mobile.
Pricing
- Starter: $39/internal user
- Professional: $89/internal user
- Advanced: $139/internal user
- Supersonic: Custom
Features
- Manage online payments easily for invoices
- Upload, approve, and e-sign documents securely
- Automate workflows to reduce errors and improve client experiences
- Use a custom domain for your brand
- Connect with apps like Airtable and Calendly and build custom apps
- Ensure client data safety with top security practices
Integrations
CoPilot allows you to connect with many widely used tools like Airtable, Calendly, Google Suite, and more.
7. Karbon
G2: 4.8/5 (540+ reviews)
Capterra: 4.7/5 (170+ reviews)
Karbon is a collaborative platform for accounting firms, bringing teams, clients, systems, and data together. It improves visibility, efficiency, and connectivity, no matter where your people are.
Cloud-native and regularly updated, Karbon is highly configurable and easy to use. Firms using the platform are better equipped to drive their business success and client prosperity.
The Karbon Client Portal is made to securely connect accounting firms and clients, promoting a strong base for communication and collaboration.
Pricing
- Team: $79/month per user
- Business: $99/month per user
- Enterprise: Custom
Features
- Translate the portal into multiple languages, like French, Dutch, and Spanish
- Send automatic reminders to clients and reduce manual follow-ups
- Use secure unique links for client access that expire after 30 days
- View requests, documents, and communication history
- Access the portal on mobile browsers to manage tasks on the go
- Personalize with your logos and brand-specific features
Integrations
Karbon lets your accounting firm connect with popular tools like HubSpot CRM, QuickBooks, Slack, Zapier, and more.
8. Citrix ShareFile
G2: 4.1/5 (1400+ reviews)
Capterra: 4.5/5 (390+ reviews)
ShareFile, now part of Citrix, is a cloud-based file manager for accounting firms with secure access and collaboration tools like co-authoring and commenting. It integrates with Microsoft Office 365 and Google Workspace and works on mobile devices.
It helps you with a secure way to collaborate with clients, with customization options and straightforward pricing.
Pricing
- Advanced: $17.60/user per month
- Premium: $27.50/user per month
- Virtual Data Room: $75/user per month
Features
- Highlight urgent documents and allow clients to edit them
- Speed up processes by requesting documents, scheduling onboarding, and collecting signatures
- Customize the portal with your company logo and colors
- Let ShareFile handle client account setup for you
- Give clients unrestricted access to files and workflow information
Integrations
Citrix ShareFile connects with Zapier, Microsft 365, RedTail, Orion, and many more known platforms.
9. Huddle
G2: 4.2/5 (120+ reviews)
Capterra: 4.5/5 (60+ reviews)
Huddle is a cloud-based collaboration software used by professionals in accounting, engineering, and marketing.
It improves clients' professional image by offering enhanced file-sharing capabilities for more transparent collaboration. Its client portal features audit trails, showing when files and messages were received or opened, and emphasizes security.
Pricing
- Huddle.Team: $7/month per host
- Huddle.Team + Unlimited US Calling Plan: $9/month per host
Features
- Share files securely with bank-level encryption and government-grade security
- Work with co-authoring, commenting, and task management tools
- Track document versions to ensure everyone works with the latest one
- Deploy quickly without heavy IT support and access online through the cloud
- Request over 500 files at a time
Integrations
Integrate Huddle with a bunch of different productivity and communication tools like Salesforce, Okta, Dropbox, Slack, etc.
10. Liscio
G2: 4.6/5 (10+ reviews)
Capterra: 4.7/5 (30+ reviews)
Liscio is a secure client portal made for accounting firms, simplifying communication, document sharing, and messaging.
The portal helps clients stay organized and on schedule by offering task management, due date reminders, and efficient tools for progress tracking. It allows easy requests and receipt of large files, each up to 5GB, and even offers tools like a document scanner and eSignature.
Pricing
- Core: $50/month
- Pro: $75/month
- Enterprise: Custom
Features
- View all client interactions in one timeline
- Tailor client requests to each interaction
- Send automated reminders to keep clients on deadline
- Retrieve documents quickly, with images auto-converted to PDf
- Log in conveniently with Face ID, Touch ID, Google, and Microsoft options
Integrations
Liscio integrates with other client portals like Karbon. This means if you're switching portals or adding Liscio to your toolkit, data importing won’t require much manual entry.
Build Your Client Portal Today With Softr!
As an accountant, your clients trust you with their financial information. If that trust is broken, it could harm both your firm and their lives.
That's why it's vital to choose client portal software that meets all your business and clients' needs.
Our top pick? Softr.
From document management to paying invoices, this client portal is tailor-made for accountants everywhere. Track reports on unified dashboards integrate with your favorite data sources, and watch your firm thrive in the world of accounting.
What is Softr
Softr is the easiest way to turn your data into powerful business apps—no code required. Connect to your spreadsheet or database, customize layout and logic, and share with your team or clients.
Join 700,000+ users worldwide, building client portals, internal tools, CRMs, dashboards, project management systems, inventory management apps, and more—all without code.
Join 700,000+ users worldwide, building client portals, internal tools, CRMs, dashboards, project management systems, inventory management apps, and more—all without code.
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Aanchal Parmar
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