Accounting Document Management Software
Save time, reduce costs, and enhance client relationships with a secure, cloud-based document management solution. Store, share, and collaborate on financial documents with ease—anytime, anywhere.
Smart Document Management for Smarter Accounting.
One Secure Hub for All Your Accounting Documents
Bring all client files, financial records, and communications into one secure portal. Our cloud-based client portal allows accountants to collaborate seamlessly while providing clients 24/7 access to their documents.
Key Highlights:
✔ Securely store tax forms, invoices, and reports
✔ Real-time document updates and approvals
✔ Accessible anytime, from any device
Seamless Communication & Document Sharing
Improve client relationships with effortless collaboration. Clients can upload important documents while accountants manage deadlines, request approvals, and share updates—all in one platform.
Key Highlights:
✔ Secure one-on-one chat with clients
✔ Unlimited client portals for every new client
✔ Mobile app for on-the-go document management
Stay Compliant & Reduce Risk with Secure Storage
Eliminate paperwork and ensure full compliance with version control, access management, and audit trail functionality. Protect sensitive financial data while maintaining regulatory standards.
Key Highlights:
✔ Version retention and audit trails for compliance
✔ Role-based access and permission management
✔ Bank-grade security and encryption
Streamline Approvals with Automated Workflows
Speed up approvals and reduce manual tasks with built-in e-signature integrations. Connect with DocuSign and Adobe Acrobat Sign to collect signatures securely—without the hassle of paperwork.
Key Highlights:
✔ Automated document approvals
✔ Secure e-signatures from anywhere
✔ Integration with leading accounting tool
Reliable Support & Scalable for Any Firm
Whether you're managing one client or hundreds, our software grows with your business. And with our industry-leading 24/7 support, you’ll always have expert help when you need it.
Key Highlights:
✔ Unlimited portals for growing firms
✔ White-labeling for a professional, branded experience
✔ 24/7 dedicated customer support
Client portal software designed to protect your data
Powerful Features for Accounting Professionals
Are you looking to manage clients, projects, or securely store and share files? Choose the solution that fits your needs best. Review the features listed below, or book a demo so we can discuss your requirements and help you select the perfect option.
Upload large files up to 5GB directly to Clinked. Start with 1TB of storage, making file management simple and efficient.
File Request
Use File Request to collect files securely from non-members. Allow uploads directly to Clinked for efficient handling.
File Approval
Manage document sign-offs efficiently. Track approvals or rejections within Clinked to ensure everyone is on the same page.
Duplicate Groups
Duplicate existing groups to save time. Quickly create new groups with the same structure and content.
White-label
Impress clients with Clinked’s white-label options. Match your portal with your corporate branding for a cohesive experience.
Offer a branded mobile app with Clinked’s white-label option, enabling seamless collaboration on the go for your clients.
Audit Trail
Ensure transparency with detailed audit trails. Track user activities and document actions to manage your portal effectively.
Custom Access Permissions
Set specific access permissions for group content. Ensure proper access levels while maintaining control and security.
Adobe Acrobat Sign
Use Acrobat Sign integration for quick, secure document signing and storage in Clinked, ensuring compliance and efficiency.
Group Chat and 1 to 1 Chat
Connect with your team using Clinked's secure Group Chat. Communicate in real-time, whether in groups or one-on-one.
Version Control
Keep track of all document versions with Clinked’s version control. Review, compare, and restore previous versions easily.
Content Following
Follow content updates via email notifications. Easily filter activities, manage preferences, and stay connected with team updates.
Discover How Clinked Can Work for You
Over 3,000 clients in 40+ countries trust our client portal softwareto keep their business connected to their teams and customers
