Client Portal for Accounting Firms

Accounting firms face unique client communication and project visibility challenges that generic tools cannot address. With annual engagements, seasonal work, and advisory retainers, your team of CPAs, bookkeepers, tax specialists, and advisory consultants needs a client portal system that understands managing seasonal peaks in tax work alongside year-round advisory and bookkeeping engagements. AgencyPro's client portal capabilities are designed specifically for service businesses like yours. Rather than forcing you to adapt enterprise software or cobble together freelancer tools, AgencyPro gives clients self-service access to their projects, deliverables, and billing in a way that matches how accounting firms actually operate. Sharing project updates with clients, Collecting client feedback and approvals, Providing billing transparency, Centralizing client communication — all connected to your client projects and team workflows. The impact of poor client communication and limited project visibility compounds quickly for accounting firms. When excessive status meetings, email overload, and client dissatisfaction take over, it affects not just your bottom line but your client relationships and team morale. Key metrics like client satisfaction score, support request volume, status meeting frequency determine whether your agency thrives or merely survives. AgencyPro gives you the visibility and automation to optimize these metrics and build a more profitable, scalable operation.