Documents Portal
Document Management and Client Portal for Accountants
Every client gets a folder, every service gets a sub-folder, and you decide what the client can see. Upload files, request e-signatures linked to the right task and share documents by email, with 3 GB of storage shown at a glance.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Accountancy work runs on documents: bank statements, trial balances, engagement letters, draft accounts and tax returns. Too often they are scattered across email attachments, shared drives and desktops, which makes them hard to find and harder to control. Remindoo's Documents Portal puts them inside your practice management software. Every client has a folder, and each service, such as Accounts - Year End + CT600, has its own sub-folder, so files sit next to the work they support.
You decide what the client sees. Folders and files can be marked visible to the client, and a Visible badge shows exactly what is shared. Uploads accept PDFs, images, CSV, XLS and ZIP files, and the client is notified when a visible document is added. From any document you can preview it, check which client and task it belongs to, move it, copy a link, email it to the client or send it for e-signature.
E-signature follows three steps — choose recipients, place Signature and Date fields, and link the document to a client task — making it suitable for engagement letters and client approval of accounts. A storage bar shows usage against your allowance. For UK practices handling personal and financial data under GDPR, keeping documents in one controlled place, with clear client visibility, is a practical step forward.
Explore documents portal in Remindoo
Complete guide to documents and the client portal in Remindoo
- 01
Client folders and service sub-folders
A folder for every client
Documents portal list of client folders with visibility badges and storage bar - 02
Upload files and control client visibility
Upload many files at once
Upload files dialog with two PDFs and visible to client toggle - 03
Document actions: preview, info, move, link, delete
Everything from one menu
Document actions menu with preview, e-sign, visibility, copy link, email client and move - 04
E-signature from any document
Step 1: choose recipients
E-sign recipient selection with client contact - 05
Share documents with clients by email
One-click document email
Share document email with view documents button - 06
The client portal
Portal users
Client portal users with invite action - 07
Guide: How accountants share documents securely with clients
A folder for every client
Documents portal list of client folders with visibility badges and storage bar
A folder for every client
All client folders with size, date added, modified, creator and a Visible badge when shared with the client. Search, list or grid view, All and Recent tabs, and storage usage.
What you can see
- Documents Portal in the main menu, breadcrumb Documents > All Documents.
- Client folders with Size, Date Added, Modified, Creator and Client columns.
- Yellow Visible badge on folders shared with the client.
- New Folder, Upload Files and list/grid view toggle.
- All and Recent tabs, plus folder search.
- Storage bar showing 0.2 GB / 3 GB.
Why it matters: Every client's documents are listed in one place, with sharing status visible at a glance.
Service sub-folders
Inside Kestrel Logistics Ltd, the Accounts - Year End + CT600 folder holds that job's files; breadcrumbs show where you are.
What you can see
- Breadcrumbs Documents > Kestrel Logistics Ltd > Accounts - Year End + CT600.
- Two sample PDFs: bank statements and trial balance for FY26.
- One file marked Visible, the other not shared.
- Sortable columns and a three-dot actions menu per file.
Why it matters: Files are organised by client and by service, so the year-end pack is in one predictable place.
Step 2: place fields
Drag Signature and Date fields onto the page and assign each one to a recipient.
What you can see
- Steps Recipient Selection, Input Placement, Task Selection.
- Signature and Date field types to drag onto the PDF.
- Fields placed on the sample trial balance, tagged to the recipient.
- This document: 2 of 2 fields assigned counter.
- Save Inputs & Proceed button.
Why it matters: Clients can sign and date documents such as accounts approvals without printing or scanning.
Frequently asked questions
Does Remindoo create client folders automatically?
Yes. Each client has a folder, and each service (for example Accounts - Year End + CT600) has its own sub-folder.
Can I choose what the client sees?
Yes. Folders and files can be marked visible to the client or hidden, and a Visible badge shows what is shared.
Can clients e-sign documents?
Yes. Choose recipients, drag signature and date fields onto the PDF, link it to a task and send the invite.
How much storage is included?
The storage bar shows usage against your allowance (for example 0.2 GB of 3 GB).
Is the Documents Portal part of the CRM?
Yes. It sits in the main Remindoo menu alongside Clients, Tasks and Emails, so documents link to clients and tasks.
What file types can I upload?
The upload window supports multiple files, including PDF, images, CSV, XLS and ZIP.
Continue the Documents Portal guide
See documents portal in Remindoo
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Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
