What is a client portal for accounting?
A client portal for accountants is an online workspace where accountants and their clients can securely store, manage, and share legal documents, invoices, and payments. It is similar to a Visit document portal but for tax purposes.
Are ther other client portals for accountants?
Some examples of a tax client portal software include:
- Dropbox Business
Can we send invite requests to new clients to join the client portal?
Yes, Softr allows you to send invite requests to new clients to join the tax portal. Once they accept the request and create their portal login, they can join in through the login page. After this, you can onboard them, set up custom access permissions, request files, receive tax documents, and securely host their data.
Is it better to buy client portal software or build your own?
If you want a solution that gives you more control over your client portal, caters to your needs, and is customized for you, building a solution in-house is a good option. It doesn’t have to be resource-heavy since no-code website and web app builders like Softr can help you get started in minutes.
If you need an off-the-shelf solution and are okay with fewer customizations, buying ready-made client portal software is acceptable. But, buying an out-of-box solution may not give you the same experience as customizing your own, i.e an on-brand and intuitive solution.