A client document portal built for small accounting firms

What a client portal should do for a small firm

For a solo preparer or a firm of a few people, a portal has one job during tax season: get every client’s documents in (complete, readable, for the right year) without you writing dozens of follow-up emails.

That means the portal has to be easy enough that clients use it without calling you, and organized enough that you can see at a glance who’s done and who’s stuck.

Why “no password” matters more than you’d think

The biggest reason client portals fail is the login. A client who has to create an account, confirm an email and remember a password once a year will send the T4 by email instead.

AccountantPortal sends each client a private link. They open it, see your checklist and upload, from a phone, with a photo if that’s what they have. Links expire, and you can require a one-time code sent by email before anything is shown.

What you get

• A checklist per client. Start from a template (personal T1, self-employed, rental, corporate year-end, bookkeeping) and adjust it.
• Uploads that land in the right place. Each document is attached to its checklist item, not lost in a thread.
• Automatic reminders. Friendly, then from your firm, then final, with quiet hours, and only for what’s still missing.
• Review in one place. Approve, or send back with a reason the client sees right away.
• A tidy download. One ZIP, every file named client_year_item.
• E-signature included. T183, TP-1000.TE-V and engagement letters, sealed with a certificate of completion.
• Your name on it. accountantportal.ca/yourfirm, in your colour.

Built for Canadian returns, in English and French

The templates know about T4 and RL-1, T5 and RL-3, RRSP receipts and RL-31. Clients choose English or French, and so does everyone on your team. Files are stored in Canada.

Email, shared folders or a portal?