Best Client Portal For Accountants In 2021

Technology is surpassing us in so many ways that sometimes it stuns us to a great extent. From contact delivery to curbside pickup and drop-boxes, the most useful change for business was the advent of CPAs - Client Portal for Accountants. Accounting firms do not need to recreate the wheel of invention, they have already done it in the form of creating software that helps the accountants in their day-to-day tasks. Regardless of the firm’s size, the CPAs are the best gift for an accountant. 

The ability to connect with the employees and clients opens the window of opportunity to secure the client’s data and keep everything updated. 


Now given the exposure, there is a lot of software available with varying features. For your ease, we have outlined a few CPA you can benefit from. 

1. My CPA Dashboard

To help you manage daily accounting and booking activities, using a CPA secure client portal is important. This is where My CPA Dashboard takes the place of the active software that helps you manage and streamline the process to maintain all tasks. 

The online tool is designed to take the stress out of accounting firms and maintain the records for tax collections, bookkeeping, and so on. 

Some of the exclusive features include 
  • Billing and plans
  • Online document storage
  • Client portal
  • Secure file sharing
  • Client portal
  • Easily assign tasks and so on

2. Accelo

Designed for the service businesses, it is an all-in-one solution for professional service providers who are interested to manage their client’s work from payments to daily tasks. 

It is easy to use the software, automated and streamlined with automation features. 

Using Accelo you can even predict the highest point of revenue generation and comes with a free consultation and testing. It offers
  • Project management
  • Retainers and contracts
  • Automated workflows
  • Flexible invoicing
  • Automated ticketing
  • Sales and quotes etc

3. SuiteDash

It’s not just a client portal for accountants but a fully integrated cloud-based platform to satisfy the accounting needs of small to medium-sized firms. Keeping up with the books can be frustrating for businesses, so SuiteDash is a one-stop solution offering multiple systems to work together. You can manage your client details and the rest of the information in an easy manner. The portal is secure to use and impressive efficiency. It offers 
  • Custom branded login page
  • Fully branded custom URL
  • Mobile experience
  • Color design options
  • Email notifications
  • Loading animations etc

4. Clinked

If you are looking for a cloud-based client portal and collaboration tool then welcome Clinked as your new best friend. This software allows the teams, project groups, and other business clients to effectively communicate the documents and files. This is made possible with the secure cloud environment. Now you will not feel overburdened, Clinked provides the streamed and real-time activities, integration, and so on. Some of the quality features include
  • Workspace
  • File Sharing
  • Communication
  • Collaboration customization
  • Data security etc

5. Portal

A virtual solution for companies to run their businesses more efficiently is what defines the Portal. It helps make businesses improve their online presence. Clients are given a place to log in, message you, share files, pay invoices, and so on. A quick and easy to install setup is what you need for risky investments and sign documents. It provides fully integrated modules including 
  • CRM
  • Secure messaging
  • Secure file sharing
  • Billing
  • Landing page etc
To find the right CPA for CRMs, you need to navigate through the websites and make sure that the final software you choose is according to your business need. 

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