Secure Client Portal Access

The client portal is a secure access layer that allows accountants to share dashboards, financial reports, and advisory insights with clients through controlled, role-based permissions. Instead of emailing PDFs or managing file transfers, firms provide one centralized login experience for ongoing financial visibility.
 

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Organize client financial reports in a secure portal

Organized Financial Reports & Dashboards

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.

What Is a Client Portal for Accountants?

A client portal for accountants is a secure online platform that allows firms to share financial reports, dashboards, and forecasts with clients in real-time.

Control access to financial reports and dashboards by folder

Precise Financial Report Control

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.

Centralized hub for reports and supporting financial documents

Centralized Reporting Hub

Centralize financial reports and supporting documents in one secure location. Upload and organize files such as PDFs, Excel spreadsheets, and Word documents alongside reports generated in 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.

Collaborate on budgets and forecasts with client comments

Collaborative  Planning Across Teams

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 view-only privileges.

Unlimited client and team access to reports and dashboards

Unlimited Client and Team Access

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.

Secure financial data protection with encryption and compliance standards

White-Labeled Client Portal

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

Reach Reporting client portal with shared dashboards and financial reports

Secure Financial Data Protection

Bank-level encryption and secure access controls protect client data.

We uphold the highest compliance standards, including SOC 2 Type II, to safeguard your data. We encrypt and safeguard your information to cultivate trust with clients. Rely on us for a safeguarded journey where data security meets client confidence.

Access Financial Reports Anytime, Anywhere

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.

FAQ: Secure Client Portal

The following questions address how the financial client portal helps accountants deliver faster insights, improve advisory services, and support better business decisions.

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What is a client portal?

A client portal is a secure, centralized space where accountants and advisory teams share financial reports, dashboards, and supporting documents with clients. It improves collaboration, organization, and access control while eliminating the need for manual file sharing.

How does a client portal improve collaboration with clients?

A client portal allows clients and internal teams to access reports, dashboards, budgets, and forecasts in one place. Built-in permissions, comments, and status indicators keep everyone aligned without relying on email threads or in-person meetings.

Can I control who sees specific financial reports or dashboards?

Yes. You can assign view-only or edit access at the folder or report level, ensuring each client or team member sees only the information relevant to them while protecting sensitive financial data.

Does the client portal support documents not created in Reach Reporting?

Yes. In addition to Reach Reporting dashboards and reports, you can upload and organize external documents such as PDFs, Excel files, and Word documents to create a complete financial reporting hub.

Is the client portal secure for sharing financial data?

Yes. The client portal follows enterprise-grade security standards, including SOC 2 Type II compliance and data encryption to safeguard sensitive financial information and maintain client trust.

Can the client portal be white-labeled?

Yes. The client portal can be white-labeled with your firm’s branding, including logos and colors, allowing you to deliver a professional, cohesive experience that reinforces your firm’s identity.

Can clients access reports from any device?

Yes. Clients and team members can securely access financial reports and dashboards from any device, anytime, supporting flexible collaboration and reducing the need for scheduled meetings.

Is there a limit to the number of clients or users I can add?

No. You can add unlimited clients and team members and share as many reports and dashboards as needed, making the client portal scalable as your firm grows.