Client portal
Your clients answer in the portal, not over email
Every client gets a portal of their own, for as many of their people as they like, included with every client.
Questions
A sentence back is plenty
When a bank line needs explaining, you ask from the review queue. The client sees that one transaction and your question, nothing else from the feed, and their answer comes back to the client's page, ready for you to resolve.
What was this $250 Venmo payment for?
Sep 30, 2026 · VENMO PAYMENT-$250.00
Their answer
The window cleaner for the office, every quarter.
- Home
Everything from you, in one place
What's new since they last looked, and what's waiting on them.
- Financials
Closed months, final numbers
The profit and loss and balance sheet for each month you close, and nothing before you do.
- Documents and messages
Kept with the books
Statements, receipts, and notes come in through the portal, not someone's inbox.
- Bank connections
They connect their own banks
Through Plaid, in Plaid's own window, so nobody sends you a password.
What a client can see
Only their own, and only what you've finished
- Their own companyA client sees only the company you invited them to, never another client's.
- Only closed monthsNumbers reach the portal when you close the month, so they're final when they arrive.
- One transaction per questionA question shows the line it's about, and nothing else from the bank feed.
- No passwordsThey sign in with a code sent to their email, and can add an authenticator app.