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A Secure Client Portal for Stronger Client Relationships

Communicate, share files, and accept payments in one place with our secure, branded client portal. With mobile-friendly access and integrated invoicing, clients stay connected while your team keeps work moving forward.
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Powerful Features

Connect & Communicate With Ease

Your firm’s logo makes the portal feel like an extension of your website — backed by bank-grade encryption and multi-factor authentication.
Client dashboard feature in the Firm360 accounting software
Clients can upload documents to the portal or directly through a secure link — no login required — reducing the need for follow-up. All uploads are automatically mapped back into their client record in Firm360.
A group of professionals accessing the client portal information in the Firm360 accounting software interface
Request exactly what you need with our document checklist that maps to project workflows for seamless intake. Any open tasks will be listed in the portal, and the client will receive weekly reminders.
Two professionals uploading documents in the Firm360 accounting software interface
Communicate securely through the portal and keep messages tied to specific tasks and clients.
Two professionals reviewing the client information in the Firm360 accounting software interface
Clients can pay invoices and save payment methods directly within the portal.
A professional reviewing the balance due information of a client in the Firm360 accounting software interface

The all-in-one solution for complete accounting management.

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FAQs

Client Portal: A Closer Look

This FAQ covers some of the most common questions we receive about Firm360’s client portal features. If your question isn’t covered, feel free to or visit our Knowledge Base.

Firm360’s portal offers clients a modern, secure, and intuitive interface for uploading documents, sending messages, and completing tasks — all from a single login. It eliminates email back-and-forth, reduces confusion, and makes it easier for your firm to deliver timely, professional service.

Yes. Clients can securely upload documents using custom links — no login required. These uploads are automatically mapped to the correct client record in Firm360, reducing follow-up and making document collection smoother for both sides.

Clients can sign documents electronically, send secure messages, and pay invoices directly from the portal. They’re also notified weekly about outstanding tasks, ensuring nothing gets missed.

Portal checklists are linked directly to project workflows, meaning client tasks feed into your team’s internal timelines. This reduces bottlenecks caused by waiting on client input and keeps engagements moving forward efficiently.

Yes. The portal features your firm’s logo, giving clients a seamless and professional experience that feels like a natural extension of your website — while still backed by bank-grade security and encryption.

Clients and staff can exchange messages directly within the portal, with full encryption and message history tied to client records. It keeps sensitive discussions off email and ensures your team has a complete communication log.

Absolutely. Clients can sign from any device with just a few taps — no downloads or third-party software required. E-signatures are compliant and automatically stored alongside the client’s other documents for easy access and audit readiness.

Yes. The portal automatically sends weekly reminders for incomplete tasks or requests, so you don’t have to chase clients manually. This improves turnaround times and helps your team stay focused on billable work.

Clients can upload any common file type, including Excel, Word, PowerPoint, PDFs, images, QuickBooks files, text files, database files, and zip archives. This flexibility ensures your clients can send what you need without worrying about compatibility. Firm360 also converts images of tax forms into ready-to-use PDFs automatically, speeding up your workflow.

Clients can view and pay invoices directly from the portal, with options to save payment methods for faster checkout in the future. This streamlines your collections process and improves cash flow with less admin effort.

Yes. The Firm360 portal is fully responsive and works seamlessly on phones, tablets, and desktops, so clients can handle tasks on the go with no need for them to be tied to their desks.

Yes. You can see when clients have uploaded documents, completed tasks, signed forms, or sent messages — all with a clear activity log. This visibility helps your team stay on the same page and follow up confidently.

Yes. You control which documents are shared with clients, so they only see final and approved versions.

The Firm360 portal is protected by bank-grade security, including multi-factor authentication, encrypted file storage, and secure transmission protocols. It’s built to meet the high confidentiality standards accounting firms require.