Leverage templates to manage, merge, calculate and export board items to Excel spreadsheets and email them periodically with automations.
Client Portal Solution
Create a client portal for
your accountant firm
on monday.com
Turn your monday.com workspace into a client portal where clients can
access financial documents, view updates, and collaborate
without exposing your internal monday.com boards.
Not running an accountant firm on monday.com?
Find more client portal solutions for your workflow.
Why accountants need a Client Portal for monday.com?
Many accounting firms already manage their internal workflows on monday.com. However, communication with clients often happens outside the platform through email, shared drives, or messaging tools. This often creates confusion and slows down collaboration.
- Communication becomes scattered across different tools
- Clients frequently ask for updates on requests and filings
- Documents are shared through multiple channels
- Important information gets lost in long email threads
How accountants use a monday.com Client Portal?
Accountants use Client Portal Builder for monday.com to create a more organized, branded, and transparent client experience. Instead of sending constant updates by email, clients can log in to the portal and see the latest information from the monday.com workspace.
- Sharing updates on accounting and tax tasks
- Providing access to financial documents and reports
- Sharing requests for information and documents
- Collecting approvals and client feedback
Features
Client Portal features
built for accountants
Give clients one place to access updates, files, and financial documents
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.
File sharing
Share financial documents, reports, and client files through a single portal instead of multiple file sharing tools.
Project visibility
Let clients see the progress of accounting tasks, timelines, and milestones directly in the accountant portal.
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 in context so discussions stay connected to the right task.
Branded portals
Create a client portal that reflects your firm’s brand and presents information in a clear professional experience.
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 typically share financial documents, reports, task updates, and requests for information. Almost anything that exists on a monday.com board can be shared through the client portal.
Is a client portal useful for accounting firms?
Yes. A client portal helps accountants keep client communication, documents, and updates organized in one place while giving clients clear visibility into progress.
Get started
Build a Client Portal for your accounting workflows on monday.com
Share updates, documents, and financial information with clients while keeping your internal workflows organized inside your monday.com workspace. Start building your client portal today.
