Client Portal Software for Accountancy Firms
Invite the people who should have access, see the invitation status, and remove access the moment it should end.
The client portal in Remindoo gives an accountancy firm's clients their own access. From Client Portal Management on the profile you create portal users, invite them by email, see the invitation status, resend invitations and unlink a user to remove access immediately.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- Client Portal Management sits on the client profile
- Create a client portal user manually and enter their name and email
- Invite Client User sends the portal invitation by email
- The status column shows the invitation state
- Resend Invitation covers invitations that go unanswered
- Unlink Client User, with confirmation, removes access immediately
- The E-Signature section holds client portal documents, with Upload Document
The problem
Documents sent by email
Accounts and tax computations go out as attachments, and once they are sent there is no getting them back.
No control over access
Nobody is quite sure who at the client has been given what, because it was all arranged one email at a time.
Leavers keep their access
A finance manager moves on and still receives everything, because removing them was never anybody's job.
How Remindoo fixes it
| Problem | In Remindoo | Outcome |
|---|---|---|
| Attachments sent to whoever asked | Create named client portal users on the client profile | Access belongs to a person on the record, not to an email thread |
| Unclear whether the client has access | The status column shows the invitation state, with Resend Invitation | You can see who has accepted and chase the ones who have not |
| Access that outlives the relationship | Unlink Client User, with a confirmation step | Access is removed immediately when it should be |
Who it's for
Practice owners
See the state of the client base without asking three people.
Practice managers
Run onboarding, AML and deadlines the same way every time.
Team leads
Know who owns each client and each service before the deadline.
Bookkeepers
Find the client, the contact and the records in one place.
How it works in Remindoo
Open Client Portal Management on the client profile.
Create a client portal user manually.
Enter the user's name and email address.
Click Invite Client User to send the portal invitation by email.
The status column confirms the invitation has been sent.
Resend the invitation if it goes unanswered.
Use Unlink Client User to remove access.
Confirm to revoke portal access immediately.
The E-Signature section holds client portal documents, with Upload Document.
Why it matters for UK accountancy practices
Accountancy firms handle personal and financial information daily, and UK data protection law expects that data to be handled with appropriate security. Email attachments are convenient and, once sent, entirely outside the firm's control.
A portal changes the shape of that risk. Access is granted to a named user, the firm can see whether the invitation was accepted, and access can be withdrawn the moment someone leaves the client's business — which is precisely the scenario email cannot handle.
It also helps with the everyday reality of chasing records ahead of a VAT return under Making Tax Digital or a Self Assessment deadline: the client has one place to go, and the firm has one place to look.
Remindoo vs spreadsheets, email and paper files
| What you need | Spreadsheets, email and paper | Remindoo |
|---|---|---|
| Where client data lives | Split between spreadsheets, inboxes, drives and paper files | One client profile with details, contacts, services and history |
| Onboarding | Company details retyped by hand from Companies House | Company details and officers imported from Companies House |
| AML records | Word templates and scanned documents saved wherever there was room | Risk assessment and verification records held on the client profile |
| Deadlines | A date column somebody has to remember to update | Services with key dates, subtasks and preset reminders |
| Finding a client | Scrolling, or a spreadsheet with too many columns to read | Global search, sortable columns and saved multi-condition filters |
| Sharing documents | Unsecured email attachments with no way to withdraw access | Portal users you invite, resend to and unlink in one click |
Frequently asked questions
What is a client portal for accountants?
It is a secure area where your clients access what your practice shares with them, instead of relying on email attachments. In Remindoo you manage it from the client profile: you create portal users, invite them, track the invitation status and remove access when it is no longer needed.
How do I invite a client to the portal?
Open Client Portal Management on the client profile, create the portal user manually, enter their name and email address, then click Invite Client User. The invitation is sent by email and the status column confirms that it has gone out.
Can one client have several portal users?
Yes. Portal users are created individually on the client profile, so a company with a director and a bookkeeper who both need access can have a user each, with their own invitation status and their own access that can be removed separately.
How do I remove portal access?
Use Unlink Client User on the client profile and confirm. Access is revoked immediately, which is what you want when a contact leaves the client's business or when an engagement ends and access should not continue.
What if the client didn't receive the invite?
The status column shows where each invitation stands, and Resend Invitation sends it again. That covers the common cases of an invitation going unanswered, being missed in a busy inbox or being filtered out as spam.
Can clients see documents in the portal?
The E-Signature section on the client profile holds client portal documents, and you can add to it with Upload Document. That gives the practice a defined place to put what the client needs rather than attaching it to an email.
Related features
One complete client profile for your practice
Digital ID verification and AML checks for accountants
Task management software for UK accountants
Remindoo is practice management software for accountancy and bookkeeping firms. See the client management hub or pricing with unlimited users.
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