A client portal built for accounting firms
Collect tax documents, send invoices, and get engagement letters signed without a single email attachment. Each client sees only their own files.
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Why accounting firms use a client portal
- Collect W-2s, 1099s, and other tax documents without email attachments
- Send invoices for tax prep, bookkeeping, or advisory work and get paid online
- Get engagement letters signed electronically before work begins
- Let clients book a call during busy season without back and forth email
- Keep each client’s return, receipts, and messages in one record
What clients see
Real screens from B12’s client engagement tools.
Document requests
Ask for W-2s, receipts, or prior returns once, and every client’s upload lands in your dashboard, organized by client.
Engagement letters
Send the engagement letter as a PDF and get it signed before you start work, no printer or fax needed.
Invoices and payments
Bill for tax prep, bookkeeping, or advisory work, and let clients pay by card or bank transfer on the spot.
Each client’s return stays theirs alone
B12 web apps use Supabase to handle sign in and permissions. Every client logs into their own account, and permissions keep one client’s tax documents separate from another’s, even if you serve hundreds of clients from the same site. See a closer look at how that authentication works on B12’s main client portal page.
See how B12 handles client logins and permissionsWhat it costs
Client portal tools are included on B12’s Website + Client Engagement plan, starting at $67 a month billed annually, for your whole firm. Compare that to per-user document tools like SmartVault, which start around $55 a user a month with a multi-user minimum before a solo or small practice opens a single client file.
See the full comparison and pricingFrequently asked questions from accounting firms
- Can clients upload tax documents securely?Yes. Files are tied to each client’s own account, and B12’s Supabase backed permissions keep one client’s uploads separate from another’s, even when hundreds of clients use the same site.
- Can I collect an eSignature on an engagement letter?Yes. Upload the letter as a PDF, send it to the client, and they can sign from a phone, tablet, or computer. Signed copies are stored in the client’s record.
- Do clients need to create their own login?Yes, each client sets up their own account the first time they use the portal. After that, they sign back in to see only their own documents, invoices, and appointments.
- Does this replace a dedicated document portal like SmartVault?For many accounting firms, yes, since document requests, eSignature, invoicing, and booking are already included. See the full feature comparison on B12’s client portal page for the specifics.
- How much does a client portal cost for an accounting firm?Client portal tools are included on B12’s Website + Client Engagement plan, starting at $67 a month billed annually, with no per client fee. See b12.io/pricing for current plan details.
Give tax season a client portal
Try B12 for free and see document requests, invoicing, and eSignature set up as part of your accounting website.
