What is a client portal for accountants?
A secure online area where clients upload records, download documents and sign them electronically. It replaces email attachments, keeps a record of what was shared, and reduces GDPR risk.
Client portal
Client Portal Software for UK Accountants and Bookkeepers
Give every client one secure place to see what you need from them, upload documents, sign paperwork, check invoices and find their company details, connected to the work your team is already doing in Remindoo.
Built for UK accountants, bookkeepers and growing accountancy practices.
Complete Documents Portal feature guide
What is a client portal for an accountancy practice?
A client portal is a secure area where your clients sign in to see their outstanding tasks, share documents, sign paperwork electronically and review their invoices and company details, instead of exchanging attachments by email.
Because Remindoo's portal sits on the same client records your team works in, a document a client uploads arrives against the right client, service and task. Nothing needs re-entering, and no one has to search an inbox for the latest version.
One clear place for everything a client needs
Clients move between a small number of clearly named areas, so the portal stays easy to use for people who sign in a few times a year:
- Dashboard
- Tasks
- Documents
- Document Portal
- Knowledge Bank
- Company details
- Invoices
- Settings
Clients with several companies switch between them
Directors of more than one company, group structures and family businesses are common in UK practice. A client with access to several companies selects the company they want, and everything they see follows that choice, tasks, documents, invoices and company details.
- One login for every company the client is authorised to see
- The selected company drives every figure and list
- No mixing of records between companies
- Access granted and withdrawn by your firm
A dashboard that answers “what do you need from me?”
The first screen a client sees is an overview of the selected company, so the answer to their most common question is immediate:
- Companies the client can access
- Open tasks
- Documents awaiting signature
- Outstanding invoices
- Tasks due soon
- Recent documents
- Recent invoices
- Recent activity
Where there is nothing outstanding, the portal says so plainly, for example, that there are no documents awaiting signature, rather than showing an empty list.
Clients see the tasks that are waiting on them
Requests stop living in email threads. Each task shows what is needed, when it is needed by and how far along it is, and the client works through it in the portal.
- To do
- In progress
- Completed
- Overdue
Clear instructions
Your team's instructions travel with the task, so clients know exactly what to provide.
Checklists and subtasks
Longer requests are broken into steps the client can work through in order.
Requested uploads
Where a file is needed, the client uploads it against the task itself.
Comments in context
Questions and answers stay with the task instead of scattering across inboxes.
Due and overdue indicators
Approaching and missed dates are visible, which reduces chasing.
Activity history
The client can see what has happened on the task so far.
Documents and electronic signatures
Documents your firm makes visible appear in the client's portal, with the sender, the date and the signature position clear at a glance:
- Unsigned
- Partially signed
- Signed
- Declined
- Review a document before signing
- Sign electronically without printing or scanning
- Decline with a reason instead of leaving it unanswered
- Each request keeps its own signing history
- Only documents you make visible are shown
- A shared document can be made private again
A secure place to exchange files
Records requests are where most year-end and VAT delays begin. In the portal, clients upload what you have asked for into the right place, and both sides can see where each request stands:
- Requested
- Uploaded
- Under review
- Accepted
- Rejected
- Files organised by company and period
- Upload straight from a phone, tablet or computer
- Requests raised by your firm, not chased by email
- A rejected file can be replaced with the correct one
- Your team sees uploads against the client and task
Company details clients stop emailing to ask for
Company number, year end, VAT details and who looks after the account are the questions practices answer again and again. In the portal, clients look them up themselves:
- Registered company name and number
- Registered and trading addresses
- Directors and key contacts
- Accounting period
- VAT and payroll references
- Services your firm provides
- Relevant filing dates
- Named contact at your firm
Statutory details recorded from Companies House are shown as your firm holds them, and are kept clearly separate from the contact details a client can update.
How client details are collected at onboardingInvoices and online payment
Clients can see what they owe without asking, which shortens the gap between sending an invoice and being paid.
Invoice details
Invoice number, issue and due dates, the company it relates to and the amount outstanding.
Clear status
Due, overdue, paid and cancelled invoices are distinguished.
Pay online
Where your firm has connected Stripe, PayPal, Adfin or GoCardless, clients can pay from the portal.
Guidance your firm writes, available to clients
Articles written in the Knowledge Bank and marked as External are available to clients in their client portal. Internal guidance stays with your team. Practices commonly publish client-facing guidance on Companies House filings, Corporation Tax, VAT, payroll, Self Assessment and bookkeeping, these are examples your firm can adapt, not supplied templates.
Explore the Knowledge BankClient account settings
Clients look after their own details, which removes small administrative requests from your team's day.
- Update their own profile and contact details
- Manage their password
- See the companies they have access to
- Access managed centrally by your firm
How the portal fits with your team's work
- 1Your firm grants portal access
- 2The client signs in
- 3They select the company they want
- 4They see what needs their attention
- 5They complete a task or upload a file
- 6They sign or decline a document
- 7Your team is notified in Remindoo
- 8The client record and task update
A client sees only the companies they have been granted access to. What your own team can see and do is set separately by their role.
Explore roles and permissionsWhy UK practices give clients a portal
Less chasing
Outstanding requests are visible to the client, so fewer reminders are needed to get records in.
Faster signatures
Engagement letters and accounts are signed in a browser instead of being printed, signed and scanned.
Fewer routine emails
Company details, invoices and guidance are available without a question to your team.
One version of each file
Documents sit with the client, service and task, so no one works from an old attachment.
A more professional impression
Clients get a consistent experience rather than a mixture of emails and file links.
Included in your subscription
Remindoo is priced per client, so portal access is not charged per user.
Explore the rest of Remindoo
Client management
The client record every portal login belongs to.
Document management
How your firm organises the files clients see.
E-signatures
How clients sign documents electronically.
Task management
The work behind the tasks clients see.
Invoices and payments
Client invoices, balances and online payment.
Client onboarding
Bringing a new client into the portal.
Knowledge Bank
Guidance your firm writes for clients.
Checklists and automation
Requesting information and documents automatically.
Roles and permissions
What your own team can see and do.
Frequently asked questions
It is a secure area where your clients sign in to see their outstanding tasks, upload documents, sign paperwork electronically, view their company details and check invoices. Remindoo's portal is part of the same system your team works in, so nothing needs re-entering.
No. Portal access is part of your Remindoo subscription. Remindoo is priced per client, not per portal user.
Your firm creates a portal user against the relevant client record and grants access. You manage that access centrally and can change or remove it at any time.
Yes. A client who is involved in several companies can switch between them. The tasks, documents, invoices and company details shown always follow the company currently selected.
Yes. A portal user sees only the companies they have been given access to. They cannot see other clients, your internal notes or anything your team keeps private.
An overview of the company they have selected: how many companies they can access, open tasks, documents waiting for signature, outstanding invoices, tasks due soon and recent documents, invoices and activity.
Yes. Clients can see the tasks that need something from them, with the due date, current status and any instructions your team has added.
Yes. Where a task or request asks for a file, the client uploads it directly in the portal rather than emailing it.
Yes. Comments sit against the task itself, so the conversation stays with the work rather than scattered across inboxes.
Yes. Documents prepared for electronic signature appear in the client's portal, and they can review and sign without printing or scanning.
Yes. A client can decline, and your firm sees that the document was declined rather than being left waiting for a response.
Yes. Each signature request keeps its own history, so you can see the recipients and the status of the request.
Only the documents your firm makes visible. Visibility is set per document, working files stay internal, and a shared document can be made private again at any time.
Yes. The portal shows the company's registered details alongside the services your firm provides and the relevant dates, so clients stop emailing to ask for their company number or year end.
Yes. Clients can see their invoices with the amount, the date and whether they are outstanding or paid.
Where your firm has connected a payment provider, clients can pay online. Stripe, PayPal, Adfin and GoCardless are available, and your team can also record payments manually.
Yes. Articles written in the Knowledge Bank and marked as External are available to clients in their client portal. Internal articles stay with your team.
Yes. Clients can update their own profile and contact details and manage their password from their account settings.
It removes the parts of email that cause problems, chasing attachments, lost signed copies and unclear requests. Your team still emails clients from Remindoo when a conversation is the right approach.
Yes. The portal is designed for use on a phone, tablet or computer, which matters when a client is asked to sign or upload something while away from their desk.
Yes. Portal access is managed against the client record, so it can be changed or withdrawn by your firm at any time.
No. Clients sign in through a web browser. There is nothing to download or install.
Give Your Clients One Secure Place to Work With You
See how Remindoo's client portal brings tasks, documents, signatures, invoices and company details together for UK accountants and bookkeepers.
Book a personalised demonstration based on your firm’s own process.
Quick answers
See it in action
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.”
