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Client portal for accountants & bookkeepers

An accounting and bookkeeping client portal is where clients upload the documents their accountant needs and see each return's status, and the practice reminds them before every filing deadline.

Pattern: Requests

Describe it to Pory

“We're a bookkeeping and tax practice with 150 small-business clients. Each client should upload their documents, see the status of their returns, and get reminded before deadlines.”

Viewing as

My documents

Documents

Business bank statement, July 2026Asante Coffee Roasters sales tax return, Jul–Sep 2026UploadedOct 24, 2026Bank statements
Business bank statement, August 2026Asante Coffee Roasters sales tax return, Jul–Sep 2026RequestedOct 24, 2026Bank statements
Business bank statement, September 2026Asante Coffee Roasters sales tax return, Jul–Sep 2026RequestedOct 24, 2026Bank statements
Sales invoices, July to September 2026Asante Coffee Roasters sales tax return, Jul–Sep 2026RequestedOct 24, 2026Sales invoices
Equipment invoices, July 2025 to June 2026Asante Coffee Roasters Form 1120, year to July 21, 2026RequestedNov 20, 2026Purchase invoices
Owner's mileage log, July 2025 to June 2026Asante Coffee Roasters financials to July 21, 2026UploadedOct 9, 2026Mileage log
Prior-year return and W-2, 2025Kofi Asante Form 1040, 2026AcceptedAug 21, 2026W-2 or 1099

Showing 1–7 of 7

Powered by Pory

In plain English

How Pory sets it up

Pory gives every client and accountant a sign-in of their own. Each client sees only their own returns. It covers document collection & return status. Returns, documents, invoices and team live in Pory's own database, so there's no spreadsheet to keep in sync.

What it does

01

Clients upload bank statements to the return they belong to

Documents arrived as phone photos in a group chat, a shoebox of receipts and one email titled "stuff". In Pory each client sees the documents their return still needs, uploads each file to its row and says what it is. Your team stops matching attachments to clients by guesswork.

File uploadsDone by: Client
02

Clients see whether their return is waiting, in preparation or filed

Every busy season the phones fill with clients asking whether their return has gone in. Each client sees their own returns move from Waiting on documents to In preparation to Filed, with open queries flagged on the way. Your accountants spend tax season preparing returns instead of reporting on them.

Status tracker for the submitterDone by: Client
03

One portal for 150 clients, each seeing only their own returns

Client folders on a shared drive worked until someone dragged a file into the wrong one. Each client signs in and sees only their own returns and documents, however many businesses you look after. A sole proprietor never sees the café next door's bank statements.

Client-only accessDone by: Client
04

Clients hear about the filing deadline before it becomes a penalty

Deadline reminders were a mail merge someone remembered to send, usually late. Each return carries its filing deadline, and Pory reminds the client ahead of that date, in the portal and by email. Nobody on your team has to remember to chase, and fewer returns go in the night before.

Notifications & remindersDone by: Client

Who sees what in an accounting & bookkeeping portal

Every person signs in to their own view. This is what each role in the demo gets.

Client

Sees only their own returns.

Pages
Home, My documents, My returns, Deadlines, Invoices
Can start
Upload document
Doesn’t see
Working notes (on returns)

Accountant

Sees every return in the portal.

Pages
Home, Returns, Documents, Deadlines, Open queries, Invoices

What’s in the accounting & bookkeeping portal template

The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.

Returns

  • Return (text)
  • Type (choice: Sales tax return, Form 1040, Year-end financials, Form 1120)
  • Client (link)
  • Filing deadline (date)
  • Preparer (link)
  • Status (choice: Waiting on documents, In preparation, Queries open, Filed)
  • Queries (long text)
  • Working notes (long text)

Documents

  • Document (text)
  • Return (link)
  • Status (choice: Requested, Uploaded, Accepted)
  • Needed by (date)
  • Type (choice: Bank statements, Sales invoices, Purchase invoices, W-2 or 1099, Mileage log, Other)
  • File (file)
  • Client (link)

Invoices

  • Invoice (text)
  • For (text)
  • Client (link)
  • Issued (date)
  • Due (date)
  • Amount ($) (number)
  • Status (choice: Issued, Paid, Overdue)

Team

  • Name (text)
  • Role (text)
  • Phone (text)

The parts behind this portal

Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal

Collect

1 part

  • File attachments

    Upload and view files on the record they belong to, not in a folder named FINAL v2.

Decide

2 parts

  • Status tracker

    “Where's my request?” answered as a progress bar on the submitter's own page.

  • Reminders by date

    Renewals, expiries and overdue work, in an in-app inbox and by email.

Control

3 parts

  • Who sees which records

    Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.

  • Passwordless sign-in

    A sign-in link by email, by default. Password sign-in if you'd rather.

  • Your brand

    Your domain, your colors, your logo. Members see you.

Frequently asked questions

A client signs in with a link sent to their email and lands on Home. They see Home, My documents, My returns, Deadlines and Invoices, and only the returns that are theirs. From there they can use “Upload document”.

Only accountants. It's hidden from clients: it doesn't appear on their pages or in the records they open.

You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.

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