Client Portal for Accountancy and Bookkeeping Firms

Connect your clients, teams, projects and business applications through one secure branded client portal.

4PointZero’s online client portal helps accountancy and bookkeeping firms create a more connected and efficient digital experience for their clients and teams.

The secure, fully branded portal brings clients, teams and business applications together in one central workspace. It gives clients one place to access accounting applications, manage activity and communicate with their accountant, reducing reliance on disconnected systems and lengthy email exchanges.

Practices can manage the full client engagement from one platform, improving communication, accountability and visibility across client activity. Tasks and projects can be tracked in one place, helping teams clearly see outstanding actions, responsibilities and progress while reducing day-to-day administration.

Single sign-on also provides clients and teams with one secure location to access the business applications they need, creating a simpler and more consistent digital experience.

The client portal can be tailored and branded to your accountancy practice, helping deliver a professional client experience that feels like an extension of your firm.

Fully set up and supported by 4PointZero, the online client portal helps practices reduce administration, improve client communication, strengthen relationships and create a more connected way for teams and clients to work together.

Speak to our team about a free trial