8 Best Client Portal Software for Accounting Firms

Need a better way to collect important documents from clients than going back-and-forth over email?

At first, it may seem like requesting files from clients via email is the simplest method. However, this approach often leads to endless exchanges, delays, security concerns, and missing files – ultimately reducing your team’s productivity and creating frustrated clients. 

Growing firms need a simpler process for collecting and managing client requests, which is why we’ve put together our top recommendations for client portal software. 

We’ve made it easy for you to compare the top solutions to find the option that’s best for your firm, highlighting which products include these key features: 

• Secure file sharing
• Document management
• E-signatures
• Client messaging
• New client onboarding workflow
• Invoicing
• Accounting software integration
• Custom branding
• User access controls
• Encrypted storage
• Unlimited storage

1. SmartVault

SmartVault is a widely used platform where accounting firms can request and collect client files and e-signatures, and store completed documents like signed proposals and engagement letters. 

This secure, cloud-based solution is designed specifically to support accounting firm workflows. With over 15 years in business and more than three million users, it’s an industry leader for custom client portals.

Main Features

* Included in the Accounting Pro plan or higher
** Available as an add-on for Standard and Accounting Pro plans

Pros

• Long-standing reputation in the industry
• Training lessons and live support offered to all users
• Large number of supported integrations

Cons

• Standard plan does not support FINRA, SEC, or GLBA compliance
• Minimum of five users for Standard plan may be cost-prohibitive for sole operators

Free Trial

14-day free trial

Pricing

Plans start at $25 per user per month, billed annually (monthly pricing available at $35 per user). 

Best Suited For

Growing firms that are looking for a feature-rich, comprehensive client portal to support their secure file sharing, payment processing, and document storage needs. 

2. ShareFile

ShareFile is a secure document-sharing solution with convenient automations to streamline client-facing workflows. 

The platform serves several industries, though it offers accounting-specific features to make it easier for firms to request onboarding documents, collect e-signatures, and securely store sensitive financial information. It includes a pre-built Income Tax Return template for faster 1040 client onboarding.

Main Features

* Available in the Premium plan or higher

Pros

• Advanced security features
• Users highlight the platform’s ease of use
• Threat detection alerts for unusual activity

Cons

• Accounting-specific features not included in base plans
• Some users claim file organization could be improved

Free Trial

30-day free trial

Pricing

Plans start at $16 per user per month, billed annually (monthly pricing available at $17.60 per user). 

Best Suited For

Growing firms looking for a highly secure client portal with accounting-specific functionality to streamline the client onboarding process. 

3. Clinked

Clinked offers white-label client portal solutions where businesses can collect and store client files, manage projects, and collaborate with team members. 

Clinked’s main appeal lies in its advanced customization options and sleek, modern interface.

Main Features

* Via third-party integration only

** Available in Standard plan or higher

*** Via Zapier integration

Pros

• Advanced portal customization options
• Fully bespoke portal and branded mobile app available
• Users report receiving prompt and high-quality customer support

Cons

• Not as affordable as other client portal solutions
• No native integration with accounting software

Free Trial

10-day free trial

Pricing

Plans start at $77 per month, with two-yearly billing. Monthly and single-yearly pricing is also available at a higher rate, starting at $119 per month and $95 per month, respectively. 

Best Suited For

Firms concerned about the branding of the client portal, and want a solution that supports advanced customization. 

4. Hubflo

Hubflo is a client management platform for service businesses like accounting firms. It offers over ten distinct tools to help businesses deliver a seamless client experience, including file sharing, messaging, task management, billing, and more. 

Using Hubflo, firms can automate the client onboarding process with easy-to-follow to-do lists, like uploading certain documents, signing the contract, and paying invoices. 

Main Features

* Available in Business plan or higher
** Available in Unlimited plan 

Pros

• Users report it’s quick to get up and running
• Volume discount if you need to support more than nine users
• Shared task board with clients to offer transparency into work progress

Cons

• Usage limits in base plans
• There are more affordable options for standalone client portal solutions

Free Trial

7-day free trial

Pricing

Plans start at $72 per month for two users plus $49 per month for each additional team member. Monthly pricing is also available, starting at $89 per month.  

Best Suited For

Small to mid-sized teams looking for a centralized platform to manage administrative work for the firm, with the client portal being just one feature. 

5. Firm360

Firm360 isn’t exclusively a client portal solution; it’s an all-in-one practice management platform. However, it’s still a viable option for certain firms looking for a standalone client portal. 

Its base plan includes the essential features they might be looking for in such a tool, including document management, a secure client portal, billing and payments, and e-signatures for an extra fee. 

Main Features

* Available for an additional fee in Basic and Standard plans

** Available in Standard plan or higher

Pros

• No user minimum on base plan
• Video training for all users
• Exclusively designed with accounting workflows in mind

Cons

• Accounting software integration not supported in the base plan
• Phone support only offered in highest-tier plan

Free Trial

No free trial

Pricing

Plans start at $49 per month, with annual billing. 

Best Suited For

Small-to-medium-sized firms looking for an easy-to-use platform for managing clients, with the possibility of pricing up to access more advanced project management features. 

6. Client Hub

While not exclusively a secure client portal, Client Hub is an all-in-one practice management solution for bookkeeping and accounting firms. 

It includes secure document management and client collaboration features that firms are looking for in client portal software, on top of additional features for workflow management, time tracking, and team collaboration. 

Main Features

* Additional fee per signature

** Only available in Premium plan

Pros

• All plans include time tracking and workflow management
• Robust client collaboration features
• Users report it has a user-friendly interface

Cons

• More expensive than standalone client portal solutions
• Additional fee for each e-signature collected

Free Trial

14-day free trial

Pricing

Plans start at $49 per user per month, billed annually (monthly pricing available at $59 per user). 

Best Suited For

Firms that would prefer to implement a comprehensive practice management solution with a client portal feature included in the platform. 

7. Content Snare

Content Snare is a simple and straightforward platform for requesting client information. They aim to help users reduce the number of back-and-forth emails chasing important documents and information from clients. 

While not exclusively built for accounting professionals, Content Snare offers an easy-to-use drag-and-drop request builder for creating custom onboarding workflows specific to your firm. 

Main Features

* Via Zapier integration

Pros

• Free data and document migration services
• Onboarding service available for an additional fee
• Fixed fee pricing for easier budgeting

Cons

• Limited number of users and active requests supported in each plan
• No plans offer unlimited storage

Free Trial

14-day free trial

Pricing

Team plans start at $59 per month, billed annually (monthly pricing available at $71).

Best Suited For

Smaller firms that make basic file requests and don’t anticipate a significant need for document storage or active requests. 

8. Onehub

Onehub supports secure file sharing and virtual data rooms for service businesses, with standout features including mass uploads, automatic file indexing, and granular access controls. 

The platform has an emphasis on its cloud-based storage solution and robust security features, with useful tools to enable client collaboration and deal-making. Plus, it offers a customizable client portal so firms can create a branded solution.  

Main Features

* Via third-party integration only with the Advanced plan or higher

Pros

• Flat monthly rate for data room plans
• All plans include bank-level encryption
• Cost-effective plans

Cons

• Some users indicate the interface is outdated
• Missing integration with accounting software

Free Trial

14-day free trial

Pricing

Plans start at $12.50 per user per month, billed annually (monthly pricing available at $15 per user). 

Best Suited For

Firms interested in basic customization of the client portal, with a greater focus on file storage security. 

BONUS: Never Miss Client Deadlines Again

A client portal solution makes it easier for firms to manage client-facing workflows. But, firms looking for a tool to help streamline their back-office processes can implement a workflow management solution like Jetpack Workflow. 

Created exclusively for accounting and bookkeeping professionals, Jetpack Workflow is used by thousands of firms to standardize workflows, automate routine tasks, and monitor work progress so teams consistently hit critical deadlines. 

Users like that Jetpack Workflow allows them to scale and grow operations while maintaining team productivity. The platform organizes recurring work, provides excellent visibility into upcoming tasks, and minimizes the amount of time spent on tedious administrative work. 

Schedule a demo today to see how thousands of accountants have used Jetpack to regain control over their firms.