Client portal software
for accountants
Give clients one secure place to access tax returns, invoices, payroll files, and requests — so your team spends less time chasing documents and fewer emails start with “can you resend that?”
The positioning is based on the workflow problems firms keep describing, not inflated social-proof claims.
What accounting firms actually want from a cleaner document workflow
Client access without email back-and-forth
Clients can access shared documents any time without asking you to resend links or attachments.
Fewer document-chasing interruptions
Keep client files, requests, and updates in one place instead of scattered across inboxes.
Know what was opened and when
See when important documents were viewed so you spend less time guessing and following up.
A more secure client-facing workflow
Give clients a dedicated portal for sensitive files instead of relying on long email threads.
Quick to set up for each client
Get your first client portal live quickly without heavy onboarding or complicated software.
Support for accounting firm onboarding
Get help migrating from email, shared folders, and the improvised systems your team already uses.
Pricing that fits smaller firms
Start with a simple plan and move up only when your client volume and workflow needs justify it.
Less admin, more billable attention
Reduce resend requests, missing-file confusion, and low-value admin work around document delivery.
Centralize tax files, payroll documents, and client records
Stop hunting through inboxes and shared-drive links.
TeuPortal gives accounting firms one place to organize the files they share with clients. Keep important documents accessible, client-specific, and easier to find when deadlines get tight.
- Keep client documents in one dedicated portal
- Organize files by client and document type
- Make it easier to find the latest version quickly
Client documents
Last updated 2 min ago
See when clients open important documents
Reduce guessing, follow-up, and awkward resends.
When a client says they did not see the file, you should not have to wonder what happened. TeuPortal helps you keep better visibility over what was shared and what was seen.
- Track document views in real time
- Improve accountability around shared files
- Reduce missed deadlines caused by lost communication
Client documents
Last updated 2 min ago
Give clients secure access outside office hours
Let clients access documents when they need them.
Clients should not have to wait for your next reply just to access a file you already sent. A dedicated client portal gives them a clearer, more professional way to get what they need.
- Access from any device
- Fewer interruptions asking for the same file again
- A cleaner alternative to scattered email threads
Client documents
Last updated 2 min ago
Simple pricing for accounting firms
Start with a plan that fits your current client load. Early adopters can still talk to us about beta access, but the long-term direction is clear: simpler client document delivery for accounting firms, not bloated practice-management software.
Starter
For solo accountants and small firms that want a cleaner client document workflow.
- Up to 5 active clients
- Branded client portal
- File and link sharing
- Email notifications
Need help comparing this with email, shared drives, or your current client area? Talk to the team.
A simpler replacement for email-heavy file sharing
TeuPortal gives accounting firms a cleaner workflow for sharing files, reducing resend requests, and making client access more predictable.
Share or request a document
You need to send a tax return, payroll file, invoice pack, or request missing documents from a client.
Place it in the right client portal
Open the client workspace in TeuPortal and upload the file or organize it where the client should find it.
Client gets notified
Your client receives a clear notification that something new is available, instead of relying on another buried email thread.
Track access and reduce follow-up
Your client can access the portal when needed, and your team has better visibility over what was viewed and what still needs attention.