The receipts chase
“Could you resend the March bank statement?” is still the most common email in the practice, and it peaks the week before the deadline.
Client portal for accountants and bookkeepers
Tax season without the inbox pile-up
Send engagement letters, collect payslips and bank statements, check IDs and bill monthly fees, all from one portal that carries your practice’s logo.
14-day free trial · No credit card · Clients are always free
Every year-end starts the same way.Asking for the documents you asked for last year.
Records in five places
Payslips in one thread, a photo of a receipt in another, and last year’s return in someone’s downloads folder.
Work before the letter is signed
New clients start sending paperwork before the engagement letter comes back, and the fee conversation happens after the first invoice.
Your practice year, in one portal
From engagement letter to signed return
Each stage of client work has a home in Portalstack, so nothing depends on someone remembering to send a follow-up email.
Engagement letters clients approve online
Set out scope and fees in a letter that fills in each client’s name and details, then let them approve it from their portal.
- A pricing table for each service, with tax
- Require a client details form as part of approval
- Approval logged with time and IP address
New clients set up before the first meeting
Auto-assign your onboarding form and an ID check to every new client, so their details are waiting when you sit down to work.
- Tax ID, dependents and entity details in one form
- Government ID checks through Stripe Identity
- Prefill the answers you already know
A document checklist for every return
Ask for payslips, bank statements, receipts and last year’s return by name. Clients upload against the list and reminders handle the follow-ups.
- Upload links that work without a login
- Folder templates applied to every client
- Reminders until the last file arrives
Returns and accounts signed without a printer
Upload the finished return or year-end accounts, drag a signature field into place and send it to the client.
- Clients type, draw or upload a signature
- Signing certificate with time stamps and IP addresses
- Automatic reminders until it’s signed
Monthly fees collected on schedule
Bill bookkeeping and advisory fees as recurring invoices through your own Stripe account, and let clients pay by card in the portal.
- Weekly, monthly or yearly billing
- Saved cards and automatic payment reminders
- Pause, resume or cancel a schedule at any time
Made for practice life
The details that make a busy season calmer
Clients answer once
Common fields carry an address, tax ID or date of birth from the onboarding form to every form you send after it.
Couples and companies, one portal
Add several users to one client, with a primary contact, so both partners or every director can upload what you need.
Jobs between deadlines
Clients raise a payroll question or a new piece of work as a service request that you assign and track.
Guides that cut the questions
Publish a deadlines calendar, a receipts checklist or a how-to-upload guide in your knowledge hub.
A morning report in busy season
A daily email shows which forms are in progress, completed and overdue across every client.
Shared workbooks in the portal
Embed a Google Sheet per client for a cash flow tracker or a running list of open queries.
Year-end, on repeat
Build the year-end pack once. Reuse it every year.
Create a folder structure and document request for your year-end pack, apply it to every client, and let reminders run on the schedule you choose.
- Turn client uploads on or off for each folder
- Get notified the moment a file lands
- Preview PDFs without downloading them
- Tag files by tax year or type with labels
Other industries
Portalstack for other professions
FAQ
Questions accountants ask us
Can I send different checklists to individual and business clients?
Yes. Ask individuals for payslips, receipts and investment statements, and companies for bank statements, payroll reports and loan agreements. Folder templates give every client the same structure, and you choose which documents to request.
Do clients need to log in to upload their documents?
No. Upload request links list the files you need and work without a login. They expire after 30 days by default. For automatic reminders, send the list as a document collection request in the client’s portal instead.
Can I verify a new client’s identity?
Yes. Request an ID check from the client record. The client photographs a government ID, Stripe Identity verifies it, and the result shows as verified or failed. Each check costs US$3.50 in credits.
Can I bill recurring bookkeeping fees?
Yes, on the Premium plan. Connect your own Stripe account, set up weekly, monthly or yearly invoices, and clients pay by card in their portal. You can pause or cancel a schedule at any time.
Which plan includes engagement letters?
Proposals and engagement letters are part of the Premium plan at US$39 per team member a month. If you’d rather send a PDF letter for signature, e-signatures are on every plan, including Free.
Get started
Be ready before the next deadline
Set up your engagement letter and year-end checklist this week, then invite your first clients. Clients are always free.
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