Client Portal Solution

Create a client portal for
your accounting firm
on monday.com

Turn your monday.com workspace into a client portal where clients can
access financial documents, follow task progress and respond to
information requests without exposing your internal boards.

Not running an accounting firm on monday.com?
Find more client portal solutions for your workflow.

Why accounting firms need a client portal for monday.com

Many accounting firms already manage their internal workflows on monday.com. However, client communication, document requests and financial information often remain spread across email, shared drives and other tools. This can create confusion and slow down ongoing client work.

  • Communication becomes scattered across different tools
  • Clients often check in and ask for updates on requests and filings
  • Financial documents are shared through multiple channels
  • Important information gets lost in long email threads

How accounting firms use a client portal with monday.com

Accounting firms use Client Portal Builder for monday.com to create a more organized and transparent client experience, from client onboarding through ongoing accounting and tax work. Instead of sending updates, requests and files across different tools, clients can access the latest information from the monday.com workspace.

Share client facing accounting work without exposing your monday.com workspace

Choose what clients can access while your accounting firm keeps internal work private. For example:

Clients can access

  • Accounting and tax progress
  • Financial documents and reports
  • Files and information requests
  • Upcoming deadlines and filings

Stays in monday.com

  • Internal tasks and planning
  • Team notes and discussions
  • Internal review workflows
  • Other clients and internal boards

Features

Client Portal features built
for accounting firms

Give clients one place to access updates, files and financial information
without exposing your internal monday.com workspace.

Client communication

Keep conversations, updates and files in one place so communication with clients stays organized and easy to follow.

Financial documents

Share financial documents, reports and client files through a single portal instead of multiple file sharing tools.

Task visibility

Let clients follow tasks, requests and upcoming deadlines directly in the portal without repeatedly asking for updates.

Access control

Give each client access only to their own information while keeping internal boards and workflows private.

Client feedback

Collect feedback and information requests so discussions stay connected to the right accounting task.

Branded portals

Create a client portal that reflects your accounting firm’s brand and presents information in a professional experience.

  • Can accountants create a client portal in monday.com?

    Yes. With Client Portal Builder for monday.com you can create a secure, branded client portal connected to your workspace.

  • Do clients need a monday.com account?

    No. Clients can access the portal without entering your internal monday.com workspace.

  • What can accountants share in a client portal?

    Accountants can share financial documents, reports, task updates, information requests, files and other supported monday.com data through the client portal.

  • Is a client portal useful for accounting firms?

    Yes. A client portal helps accounting firms keep client communication, documents, requests and updates organized in one place while giving clients clear visibility into progress.

Get started

Build a Client Portal for your accounting firm on monday.com

Share updates, financial documents and client information while keeping your internal workflows organized in monday.com. Build a secure, branded portal for your accounting firm today.