Build a Client Portal for Your Accounting Firm with AI

An accounting client portal is where clients see exactly what you still need from them and upload it, instead of replying to the fourth reminder email. Describe how your firm requests records and Mythex builds the portal with logins, per-client permissions, private file storage and a staff view.

Who it's for

Practices that still chase bank statements, payroll reports and receipts by email every January, and who want each client to log in to one place that shows what is outstanding, what has arrived and what is waiting for their approval.

What you can build

A checklist of outstanding records per client and year end
Uploads grouped by tax year and entity
Draft accounts posted for review with an approval record
One director login switching between several companies
Message threads with the assigned accountant
A staff view of every client's missing items

Build the portal around the checklist

A portal that opens on an empty folder gets ignored. One that opens on 'three items outstanding: December bank statement, mileage log, dividend vouchers' gets uploads the same day. Ask for request items per client, each with a due date, a status and an upload button, so a file arrives already attached to the thing you asked for. Your team then sees which jobs are stuck waiting on the client.

Items have a due date and status
Uploads attach to the item they answer
Staff filter clients by missing items

People, companies and permissions

One director may own three companies and a rental portfolio, and a bookkeeper at one of those companies should see that company only. Model people and entities separately and give each login access to specific entities. Say it plainly in your prompt that every query must be limited to the signed-in user's entities, so nobody can open another client's records by changing a link.

Approvals before filing

Post draft accounts or returns as PDFs and give the client an approve or query button. The portal records who approved and when, which gives you a clear trail before you file. Queries open a thread with the accountant, which keeps the discussion attached to the document rather than scattered across personal inboxes.

Security and what to check

Financial records are sensitive. Ask for private file storage, login for every user and per-client access checks. Mythex builds these into the app, but the data protection and professional rules where you practise are yours to meet, so review them before loading live client files. Start with one client group, test with a few friendly clients, then roll out.

A prompt to start from

Make a portal for my practice's clients. People can be linked to several companies; each login sees only its own entities. For each entity and year end, show a checklist of requested documents with due dates that the client uploads against, draft accounts to approve or query, and a message thread with the assigned accountant. Staff see all clients and can filter by outstanding items.

Questions

Is a portal safe enough for clients' financial documents?

Ask for login, per-client access checks and private storage, and Mythex builds them in. Check the data protection rules that apply where you operate before moving live files in.

Can one client have several companies in the portal?

Yes. Ask for people and entities as separate records, and a login that switches between the companies that person is linked to.

Can clients approve accounts in the portal?

Yes. Post the draft, add an approve or query action, and the portal records who approved and when.

Can I brand the portal with my firm's name and domain?

Yes. Describe your colours and logo in chat. A custom domain such as portal.yourfirm.com needs Pro at $25/month.

Do I have to code anything?

No. You describe the portal and adjust it by chatting. If you want to inspect or edit the code, it is there, editable on Pro.

Templates to start from

Analytics Dashboard Template — KPI cards, charts, and activity table
Metrics Dashboard Template — Governed metrics and self-serve charts
Budget Dashboard Template — CSV import with variance analytics
Customer Health Dashboard Template — Churn scoring with explainable charts
Account Health Dashboard Template — Renewal view with risk scores
Sales Attribution Dashboard Template — Multi-model revenue attribution
Event Registration Page Template — Tiers, waitlists, attendee dashboard
Mortgage Calculator Template — Live amortization with PMI