Best Client Portal for Accounting Firms
Secure File Sharing, Branded Portal, Unlimited Free Clients and MoreGet Free Trial → Payment details are not required
Best Client Portal for Accountants
Integrated Client Portal
A single place to securely store, manage and share all accounting files, integrated with apps you use daily. Streamline the process of sharing documents with clients, backup, and organizing data and access files from anywhere using the best client portal software for accountants.
Reduce time spent on repetitive tasks so you can focus on maximizing the efficiency and productivity of your accounting firm. Use any device to scan and upload documents using FileCloud scan. Smarter, more effective client portal for accountants.
Custom Branded Client Portal
Create a branded, white-labelled client portal in minutes. Run FileCloud under your own domain, using a custom login page and logo. Pay only for your staff and get unlimited, free client access. Scale client portal solutions seamlessly as your accounting firm grows.
A Simple, Secure Client Portal for Accountants
Increase Productivity and Collaboration
In today’s world, accountants are shifting from sharing things via paper and snail mail to sending sensitive documents online. These documents need to be protected and encrypted from the moment they’re sent to an accountant’s clients.
That’s where a client portal comes into play.
What is a Client Portal?
A client portal is a secure digital space where sensitive files can be shared, downloaded, uploaded, and reviewed by both clients and accountants. Often, they allow messages between the two parties for quick responses.
Client portal are an excellent option for accountants because they are much more secure than email, and can be accessed anywhere with internet 24/7, which allows accountants to interact with clients at all times.
A good client portal also has options for branding, which can help clients avoid getting scammed by malware and also helps with brand trust and continuity.
Client portals can help streamline the process of working with clients from beginning to end and improve a firm’s overall earnings.
Using FileCloud as an Accountant
FileCloud is a hyper-secure cloud storage and sharing platform that provides benefits like workflow automation, a compliance center, advanced sharing permissions, ransomware, and malware protection and much more.
FileCloud also gives users the option to create a hyper-secure, branded client portal that can be used to share sensitive documents securely.
FileCloud’s unique capability to monitor and prevent data leakages helps accounting firms meet even the strictest security and compliance requirements, and has other features like:
- Upload/drag-and-drop files
- Streamlined document sharing
- Large file sharing
- Unlimited storage
- Data governance and retention policies
- Data leak prevention
- Document preview and web-edit
- Real-time sync
- Granular user permissions
- Preview files without downloading
- Remote wipe
- Integrations with MS Teams, Office365, Google Docs, and more.
FileCloud is the Best Client Portal for Accountants
For accounting firms today, growing your business requires maximized team collaboration, agility, secure backup, and client engagement. FileCloud’s client portal provides an easy way for your clients to review work, securely share information, and engage with your team. Your clients and team members can access data via a cloud-based portal, network drive, or their own mobile app to sync and share files. Your client portal will also have unlimited file versioning, file locking, and DLP.
Try FileCloud Today!
Sign up for a FREE trial, no strings attached.
Drag & Drop File Uploads
Easily transfer files with our drag & drop upload, file request feature, and support for anonymous file uploads. Upload or sync files directly from mobile phones and tablets. Our accounting client portal software allows users to access documents directly from Outlook and other Microsoft, Google, and OnlyOffice apps.
Powerful File-Sharing Features
Client portal solutions for accountants protects your data with public, private, and password-enabled file-sharing — complete with expiration dates, granular sub-folder level permissions, a built-in document preview, and view-only sharing.
Utilize strong metadata management capabilities to classify files using tags and custom metadata sets. Search patterns make identifying personally identifiable information (PII) simple and easy. Document management for accountants has never been so easy.
Enjoy the unparalleled branding and customization options that your business deserves. Run your portal with your brand logo, login screen, emails, CSS, and even your custom domain.
File Change Notifications
Get notified immediately via email or preferred alert system, whenever a file is downloaded, uploaded, or edited from your client portal. Keep yourself updated with activity streams and notifications.
Unlimited Free Client Access
FileCloud offers free, unlimited client accounts for sharing confidential files with clients, vendors, and the like. You’ll only pay for your employee accounts.
Advanced Audit Capabilities
FileCloud keeps track of complete audit logs (what, when, who, where, and how). Detailed share analytics and logs of file uploads, downloads, deletions, and previews are available anytime on your client portal.
Control Your Data
Self-host your data on your own infrastructure behind company firewalls or with the cloud service provider of your choice (Azure, AWS, Alibaba, etc.)
FileCloud security includes 256-bit AES and SSL/TLS encryption, two-factor authentication, SSO and AD integration, anti-virus scanning, recycle bin, and endpoint device protection.
FileCloud has a Compliance Center with separate tabs for ITAR, HIPAA, and GDPR compliance that compile FileCloud’s best-practices, recommendations, and alerts in the case of non-compliance.
Accounting Client Portal
No matter the size of your accounting firm, it’s inarguable that secure document management, complete control of your documents, ease of information-sharing with clients, and anywhere remote access can help streamline your team’s workflow and maximize productivity.
FileCloud is your one-stop solution for all these features and more.
Customize your portal with your logo and themes to showcase your brand to clients and reinforce trust while making collaboration easy.
“FileCloud is an easy to use solution and met all our data residency requirements.”
Workflow Automation for Accountants
FileCloud has many benefits and features, and one of the best is workflow automation. Workflow automation helps users automate tedious but important tasks. Accountants can use FileCloud’s workflow automation to reduce their administrative burden and help complete tasks like:
- Client intake forms
- Deadline notifications
- Staff communication
- Invoice follow-up
- Client communication
With FileCloud, workflows are easy to create with a no-code, drag-and-drop design that users can quickly learn and begin to use.
Users can also view all running workflows in a convenient dashboard that allows them to see all running workflows and correct errors in automation.
If anyone has to worry about security, its accountants. Accountants work constantly with sensitive information like tax forms, social security numbers, and bank account information. Protecting that information is vital for any accounting firm that wants to stay in business (and avoid legal trouble).
Thankfully, FileCloud is a hyper-secure system that will allow accountants to share and store sensitives files and folders with confidence, knowing their client’s information is protected and secure. FileCloud’s security measure include:
- 256-bit AES encryption for data in transit and at rest
- Active Directory Integration
- 2FA and SSO
- Endpoint device protection
- Antivirus scanning
- Ransomware protection
- Password strength requirements
- Remote Device Management
These protections are in place in all parts of the FileCloud system including the client portal, which helps ensure peace of mind for accountants and their clients.