Client Portals for Accountants

Smarter, more effective client portals for accountants are here. Onehub allows users to create private Workspaces to securely share information with all of your clients. Send updates with confidence, review updates quickly, and scale up seamlessly as your firm grows. You can even customize your Workspaces with your logo and brand colors to reassure your clients and give your collaboration tools a more professional look.

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A simple, secure client portal for accountants.

For accountants, using a client portal is a convenient and secure way to share sensitive information. Setting up our client portal for accountants is incredibly easy. Onehub allows your clients to access their own branded and secure Workspace directly from your website, providing a seamless yet safe way to send and receive confidential documents.

  • Easy Uploading

    Onehub's client portal for accountants allows you to upload multiple files at once, directly into your browser, via simple drag-and-drop.

  • Advanced Activity Tracking

    Every event that happens within your client portal is tracked, including individual document sharing activity for every user. An online data storage system, free of worry.

  • High-Quality Previews

    View high-quality previews of more than 30 different file types, both directly in Onehub and via our mobile apps.

  • Familiar Organization

    Organize the content in your client portals exactly the way you want so that your clients can quickly and easily find anything.

  • Secure Sharing

    Our client portals provide accountants with bank-level encryption both in transit and at rest. Additionally, only the people you invite can access your data.

  • Seamlessly Collaboration

    Client portal software for accountants that allows you to post messages and assign tasks within your Workspace, to make collaborating with partners easy, safe, and secure.

  • Better Permission Controls

    Determine who has access to your content and their level of permissions for every folder and file.

  • Customize Your Portal

    Make your portal your own with your company logo and brand colors. Present a more polished, professional look that inspires confidence with clients and customers.

  • Cost-Effective

    With straightforward pricing, no long-term contract lockups, and a free 14 day trial, Onehub is the easiest way to create a client portal for accountants.

Accountants trust our client portals.

Our client portals for accountants let you streamline document sharing and client communications using our cloud storage solutions. Create your own customized accounting client portal today.

Our Onehub portal is Turnstyle branded and having an enterprise-grade tool enables us to present ourselves to clients as the professionals we are.

Ben Graham

Turnstyle
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