Client portal for accountants
Client portal for accountants and bookkeepers
Receipts and invoices go straight into your firm's Google Drive, and clients find their finished statements in their own space.
- Clients drop their documents onlineFrom a computer or a phone, into their own folder.
- Sorted in each client's folderIn your firm's Drive, from the very first file.
- Your bookkeeping steps, visibleClients see where each month stands.
Collecting documents, without the e-mail chase
Every month, and even more at tax time, the same documents arrive from every direction.
By e-mail and paper
- Receipts arrive as "scan001.pdf" attachments
- Some by e-mail, some in a shared folder, some on paper
- Someone in the firm files every document by hand
- Financial documents sit in several inboxes
With Drive Workflows
- Each client drops files into their own folder of your Drive
- Each month starts with one request, sent in one click
- The team ticks its steps off, the client sees them
- Every document stays in your firm's Drive
Why a client portal for accountants
Secure file sharing for accountants
Clients upload over your site's secure connection, straight into their own folder. Each client reaches only that folder. Bank statements and payslips stay out of e-mail inboxes.
Document management for accountants, in your Drive
Every file lands in the right client folder of your firm's Google Drive. Your accountants and bookkeepers keep working in Drive as usual. Finished files move by themselves to the folder you chose.
An accounting firm client portal on your site
The portal lives on your firm's WordPress site, under your name. As a CPA client portal, it serves as a tax client portal at tax time, bookkeepers for the monthly documents. Clients follow each request in "My requests".
Example
Monthly receipts, from the client to your Drive
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Step 1: Each client gets their folder
You set one rule, for example "Clients/the client's e-mail". The first time a client logs in, their folder is created in your firm's Drive. They only ever see that folder.
Screenshot: the folder rule in the settings -
Step 2: The client drops receipts and invoices
On your website, from a computer or a phone, the client uploads the month's documents into "Receipts". Each file goes straight into their folder in your Drive.
Screenshot: uploading to "Receipts" -
Step 3: One click sends them for bookkeeping
The client selects the month's files, right-clicks and chooses "Send for bookkeeping". A short form asks which month. The team sees the request straight away.
Screenshot: right-click, "Send for bookkeeping" -
Step 4: The team works, the files are filed
The team ticks "Documents checked", then "Bookkeeping done". The client follows both steps in "My requests". Then the month's receipts move by themselves to "Filed", and the client gets an e-mail.
Screenshot: "My requests" -
Step 5: The client approves the finished statements
You save the statements in the client's "For approval" folder. The client right-clicks them, chooses "Approve these statements" and confirms. They move to "Approved/2026", and your firm gets an e-mail.
Screenshot: "Approve these statements"
Follow this tutorial in Help
More workflows for an accounting firm
You set up each workflow once. Here are other workflows an accounting firm can offer its clients.
The statements reach the firm in one step, already in the right folder.
- Step 1 · The clientThe client selects the month's bank statements, right-clicks and chooses "Send my bank statements". The form asks which month.
- Step 2 · The filesThe statements are copied to the client's "Bookkeeping/2026" folder.
- Step 3 · E-mailThe firm gets an e-mail with the month and the list of files.
Where the files end up: The originals in the client's folder; a copy in "Bookkeeping/2026", ready for the team.
The client sends the year's documents; the firm checks nothing is missing before preparing the return.
- Step 1 · The clientThe client selects the documents and chooses "Documents for my tax return".
- Step 2 · ApprovalThe accountant checks the file and approves it from an e-mail link once it is complete.
- Step 3 · The teamThe team ticks "Return prepared", then "Return filed".
- Step 4 · The filesThe documents move to the client's "Tax/2026" folder.
- Step 5 · E-mailThe client gets an e-mail: the return is filed.
If a document is missing at step 2
- ApprovalThe accountant declines the file.
- E-mailThe client gets a "declined" e-mail.
- The clientThe client adds the missing document.
Back to step 1: the client sends the complete file
Where the files end up: The year's documents in the client's "Tax/2026" folder, in the firm's Drive.
Documents your clients send
What clients send to their accountant or bookkeeper, each file straight into their own folder.
Monthly bookkeeping
- Receipts
- Supplier invoices
- Sales invoices
- Bank statements
- Expense reports
Payroll
- Timesheets
- Absences and leave
- New-hire forms
- Employment contracts
Tax and year-end
- Tax notices
- Year-end documents
- Fixed asset invoices
- Loan statements
Company records
- Articles of association
- Contracts
- Insurance policies
- Leases
What's included
A folder per client
Created on the client's first visit and named by your rule. Each client sees only their own.
Uploads into your Drive
Receipts, invoices and large scans go straight to the client's folder in your Drive, never onto your hosting.
Your own form
The built-in form, or Contact Form 7, WPForms, Ninja Forms or Formidable Forms, asks the month, a reference or a comment.
Approvals by e-mail
The client, or a partner in your firm, approves from a link, with a reminder and an end date.
Automatic filing
Once the work is done, the documents move to the folder you chose, such as "Filed" or "Approved/2026".
GDPR tools
Export or erase a client's data and set how long documents are kept, even in the free version.
Security and privacy
Your clients' financial documents stay in your firm's Drive
Security and privacy in detail- One copy, in your DriveEach document is stored once, in the client's folder, under your control.
- Only the client and the teamEach client reaches only their own folder, over your site's secure connection.
- Kept as long as you decideSet retention periods and erase a client's data when the time comes.
Who it is for
Accounting and bookkeeping firms that keep their clients' documents in Google Drive and have, or plan, a WordPress site. From an independent bookkeeper to a firm with a team.
Your files live somewhere other than Google Drive? Write to us first: other storages are coming later.
Questions
How do I collect documents from clients for tax season?
Give each client a private space on your site where they upload their documents straight into their folder in your firm's Google Drive. A request with a short form, for example "Documents for my 2026 tax return", tells the team everything has arrived, and the client sees where it stands in "My requests".
Can I send a reminder for missing documents?
Yes, with an approval step in the workflow. The approver, a colleague or the client, decides from an e-mail link and gets a reminder after a few days if nothing has happened. The end date you set closes the request. When the accountant declines an incomplete file, the client gets an e-mail and sends the missing document.
How can clients send receipts and invoices securely?
Clients log in to their space on your site and upload their files there, over your site's secure connection, straight into their own folder in your Drive. No attachment travels by e-mail, and no other client can reach the folder. With the Cloud Docs Pro app (coming soon), they can also upload from their phone.
Is e-mail safe for sending client documents?
E-mail was not made for financial documents. Attachments stay in several inboxes and can be forwarded by mistake. With a client portal, each document is stored once, in the client's folder of your firm's Drive. Only the client and your team reach it, and you decide how long it is kept.
Can each client have their own folder automatically?
Yes. You write one folder rule, for example "Clients/the client's e-mail" or a client number from their account. The first time a client opens their space, their folder is created in your firm's Drive.
Can clients approve a document online?
Yes. Save the document in the client's folder and offer a workflow such as "Approve these statements" on it. The client right-clicks the document, confirms in a short form, and the file moves by itself to the folder you chose, for example "Approved/2026". Your firm gets an e-mail with the client's answer.
How do my clients get an account?
Your clients use an ordinary WordPress account on your site. You create it yourself in WordPress, or clients sign up on your site if you open registration. They never need a Google account.
Do clients need to install anything?
No. Clients use their space in their web browser, on a computer or a phone. If they prefer an app, the Cloud Docs Pro app for iPhone and Android (coming soon) links to your site with a QR code.