Unleash the potential of your business with our uniquely tailored client portal. Experience personalized excellence and elevate collaboration for clients and team members.



Unlock a world of convenience with our client portal featuring tailored access for diverse departments and clients. Elevate control with view-only data access, ensuring teams get exactly what they need. Simplify organization, supercharge decision-making efficiency, and indulge in a new era of personalized data empowerment.



Effortlessly streamline your reporting packages and dynamic dashboards by categorizing them into folders. Tailor precise folder access permissions for individual users, ensuring a seamless and secure experience.


File Hub

Simplify your document management and upload various file formats, from .pdf to .xlsx, .docx, and more—even if they weren’t crafted within Reach Reporting. Centralize all your files in one secure hub with the power to organize and control access to the information you want to share.



Foster a culture of easy, collaborative planning by sharing budgets and forecasts with built-in comment features. Keep your clients and team members in the loop with the status set for your projections. Customize access for individual users, granting editing or viewing-only privileges.



Embrace a limitless data journey and break free from restrictions on data access frequency. Our platform offers unparalleled freedom—add unlimited clients or team members and share as many reports and dashboards as your ambitions require.



Elevate your brand presence and showcase your professionalism with our white-labeling feature. Uniquely brand the Client Portal to be to your company identity. Let your brand shine through every interaction, making a lasting impression on your clients with a tailored and secure portal experience.



Upholding the highest compliance standards, including, SOC2 Type II and other data protection regulations. We encrypt and safeguard your information and cultivate trust with clients. Rely on us for a safeguarded journey where data security meets client confidence.

Collaboration &


Empower your teams and clients with the flexibility to access financial data and reports anytime, anywhere, and across any device. Embrace a new era of collaboration and reimagine the possibilities with our seamless and 24/7 accessible platform that eliminates the necessity for in-person meetings.

Templates are Fantastic

"Love the ability to create templates of metrics and reports that you and your team can use across the platform."

Incredibly Powerful

"It's basically what would happen if Tableau and Excel had a baby. They somehow were able to pack every feature you could want, Made it incredibly powerful, and still make it a pleasure to use. "


"The customization is very easy to use, intuitive and very much designed to think like Excel but, of course, without the potential for human interface errors, constant updating."

The Best Tool

"This tool is HANDS DOWN the best tool that I have ever used to produce financials, trends, and KPIs. I have been looking for this tool my ENTIRE career."

Blown Away

"I was blown away! I love how customize-able it is because as a Non-profit, all our lingo is different, even when using the Non-profit version of QuickBooks."

Reach Has Set the Standard

Reach has set the standard for all other integrated reporting systems. User friendly & customizable. Our clients look forward to getting their Reach Report every month!

Game Changer

3-way planning and forecasting without touching Excel, seamless consolidations, and tailored company reporting that updates each month has changed my planning and reporting processes for ever.

Great Report Consolidation!

Excited to use Reach Reporting to process multiple reports more quickly. Being able to customize what reports I'd like to use and then process with one click is simply amazing

Great reporting tool

Intuitive tool that connects easily with Xero. Has some great features to make professional reports in no time

Helps Summarize

"This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format."


"Reach reporting is amazing and so easy to work with."


"I really like that this app makes it simple and easy to create really nice looking dashboards that I can share with my teammates."

Excellent Integrated Software

The data syncs easily making metrics easy to build. The graph and customization options are endless and make great post market review easy.

Helps Summarize

"Helps us see trends on monthly financial reports which give context to monthly values and make them actionable."

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