Client Portal Software For Accountants
Stay on top of compliance and regulatory obligations while delivering a better experience to your clients with Clinked accounting client portal software.
Clinked: The Ideal Companion to Your Accounting Software
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.
File Uploading
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.
White-label Mobile App
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
See Clinked in Action.
Make sure it’s the right fit for you. Explore the possibilities.
Frequently Asked Questions about Client Portals
Find answers to your most frequently asked questions about how to create and manage your online client portals with Clinked.
What is Clinked's client portal for accountants?
Clinked’s client portal for accountants is a specialized platform designed to streamline communication, document management, and compliance tasks for accounting firms. It complements accounting software like QuickBooks and Xero by providing a centralized space where firms can securely interact with clients, share documents, and track the progress of projects. It allows accountants to deliver better service by reducing administrative work and improving client communication, all while maintaining data security.
How does Clinked help with compliance and regulatory obligations?
Clinked ensures that your firm remains compliant with industry regulations such as GDPR, ISO 27001, and HIPAA by providing robust encryption, audit trails, and permission controls for all documents. You can securely store, share, and manage sensitive client documents, while automated updates help ensure that both your team and clients meet important deadlines, such as tax submissions or compliance filings. The platform's audit trails also allow you to monitor document access and activity, further supporting your firm's compliance efforts.
Can I brand my client portal to match my accounting firm?
Yes, Clinked offers extensive white-labeling options, allowing you to fully customize the client portal with your firm's logo, colors, and branding elements. You can even use a custom domain and email addresses, ensuring that your clients have a seamless and professional experience when interacting with your firm. This level of customization reinforces your brand at every touchpoint, making it appear as if the portal is an in-house solution rather than a third-party service.
How does Clinked improve client communication?
Clinked centralizes all client communication, making it easy for accountants to stay connected with their clients. Whether it’s through one-on-one messaging, group discussions, or company-wide announcements, Clinked keeps everyone informed and ensures that no important updates are missed. You can also tag files, events, or tasks directly within conversations, making it easy to refer to specific documents or deadlines, and minimizing the chances of miscommunication.
Is Clinked secure for handling sensitive accounting data?
Absolutely. Clinked is built with security at its core, ensuring that sensitive accounting and financial data is always protected. It offers data encryption, custom access permissions, and compliance with some of the highest security standards, including ISO 27001, ISO 9001, HIPAA, and GDPR. These features ensure that client information is safe from unauthorized access, while also providing peace of mind for both your firm and your clients.
Can Clinked integrate with other tools we use in our accounting firm?
Yes, Clinked integrates seamlessly with a variety of tools that accountants commonly use, such as Zapier, Jotform, Google Workspace, Microsoft 365, and e-signature tools like Adobe Sign and DocuSign. These integrations allow you to automate workflows, streamline data collection, and collaborate efficiently within your existing systems. For example, you can collect client data using Jotform, then securely store and manage the documents in Clinked without disrupting your usual processes.
How does Clinked support document management for accountants?
Clinked’s document management system for accountants is designed to make handling sensitive financial documents simple and secure. You can upload, store, and organize client files in a centralized location that is accessible to both your team and your clients. Clients can also use Clinked’s self-service features to upload documents and manage their own files, which reduces the administrative burden on your firm. With features like document versioning, permission-based access, and secure file sharing, Clinked ensures that all financial records are handled efficiently and securely.
What are Clinked’s key security features?
Clinked offers comprehensive security features that protect your client data and ensure regulatory compliance. This includes data encryption for all stored and transmitted documents, custom access permissions that allow you to control who can view, edit, or download files, and audit trails that provide a detailed log of all document-related activities. Clinked also complies with key security standards such as ISO 27001, ISO 9001, HIPAA, and GDPR, making it one of the most secure platforms available for accounting firms.
Can Clinked help track file access and activity?
Yes, Clinked’s audit trail feature allows you to monitor all activity related to your client files. You can track when documents are viewed, downloaded, updated, shared, or deleted, providing complete transparency into how client data is being handled. This feature is particularly useful for compliance audits and internal reviews, ensuring that you have a record of every action taken on sensitive financial documents. Additionally, you can generate CSV reports that summarize these activities, giving you quick and easy access to important audit information.