Client Portal for Accountant Template

The Client Portal for Accountants template provides a great way to streamline your client interactions, making it easier to securely manage your accounting business. It allows you to create and manage secure client portals to share information, documents, and files securely, and track client data. Automated invoices and payments, as well as secure conversations with clients, are also available. All of this is designed to help you manage your client interactions with increased security and efficiency.

Client Portal

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Client Portal for Accountant Template

This Client Portal for Accountants template is a great way to streamline your client interactions and make it easier to manage your accounting business. With this template, you can easily create and manage secure client portals to share information, documents, and files securely. You can also track client data, create automated invoices and payments, and have secure conversations with clients. This template is designed to make it easy to manage your client interactions, while ensuring the security of your clients' sensitive information.

Different permissions

Set a specific access level for each member or a group of members.

Search and filtering functionality

Easily find the required assets through search and filtering.

Team directory

Find all team member profiles in one place.

Pay and download invoices

Track all the client transactions in one palce.

Access to different chart layouts

Select from a variety of chart layouts to present your progress and results.

Responsive design

Fully responsive design, allowing all the users to view the website from any device.

Overview
Softr’s Client Portal for Accountant lets you build a web application on top of Airtable or Google Sheets data. The template will let you consolidate all your client exchange in one place to avoid chaotic multi-channel communication. Data updates and changes will become available to all the parties in real time, allowing for easy sync and tracking

The template includes an advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s integrations you can setup website data tracking (with Google Analytics), Payments (with Stripe), and much more!

How it works
To get started, you simply need to create a Softr account (you can get started for free) and follow the template creation process. You will copy the template data in your Airtable or Google Drive account, and then start adding your own data. You can tweak the design of the web-app to make it fit your brand indentity and, as soon as the template is ready, you can invite users to log in and collaborate. You will be guided step-by-step on how to create your Client Portal for Accountant. Also, do not hesistate asking for help via our customer support chat if needed!

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