Work with clients · Portal
A client portal for accountants that clients actually use
Your clients see one short list of things to do, in plain English, under your firm’s name. They sign, upload and reply in minutes on any device, and every response lands on the client record your team works from.
- Your logo, your colours
- Plain English throughout
- Built for phones first
Your engagement letter is ready to sign — sets out the work and the fee you agreed
To doBank statements for September — about 2 minutes
To doYour accounts are ready to review — about 5 minutes
To doYear-end accounts — in manager review
In reviewIdentity confirmed — thank you
CompleteBuilt by accountants, used by the firms behind FigsFlow
The problem
Most portals are a window into the back office
Clients do not want job codes, percentages and folders. They want to know what you need, do it quickly, and know it arrived.
A back-office login
- Internal jargon clients do not understand
- A folder tree to upload into
- Progress shown as a percentage
- No confirmation that anything was received
A portal built for clients
- Plain English, one question at a time
- A short list of things to do, nothing else
- Named stages: in preparation, in review, ready
- “Received, nothing more needed” after every step
How it works
A notification, a link, done
Notify
Your client gets a short email or text telling them exactly what is needed.
Open
One secure link opens the portal on their phone or computer, under your brand.
Act
They sign, upload, answer or approve, one step at a time with large, clear targets.
Confirm
They see it was received, and the response lands on the client record and the job.
What you get
A secure client portal for accounting firms
Designed for the typical client: busy, often on a phone, and not interested in how your firm works inside.
Your firm’s brand
Your logo, colours and name. FigsFlow is one quiet line in the footer.
Things to do
Signatures, uploads, questions and approvals in one short, ordered list.
Your work, in stages
Clients see named stages for their work, never internal codes or percentages.
Secure messages
Conversations with the person looking after their affairs, filed to the record.
Shared documents
Final accounts, signed letters and invoices, in one place, always available.
Accessible by default
Large text, generous targets, no time-outs, and answers that save as they go.
Two surfaces, one record
Your team sees a job. Your client sees their work.
The firm app and the portal read the same record but speak different languages. “Awaiting review, 45%” becomes “in manager review”. A statutory deadline becomes your firm’s target date.
Every portal string is written for the client, so internal terminology never reaches them.
- Firm app
- Job · taskInternal
- Portal
- Your workThings we are doing for you
- Firm app
- Awaiting reviewInternal stage
- Portal
- In manager reviewNamed stage
- Firm app → portal
- Job manager → the person looking after your affairsReal name, real face
Where it sits
Where the client plays their part
The portal is where proposals are accepted, letters signed, onboarding completed, records sent and invoices paid.
Live for every firm
- Branded portal, things to do and messages
- Signatures, uploads and approvals
- Named stages for the client’s work
Depends on your country
- Identity checks inside the portal
- Online payment providers
Works with
Related modules
FAQ