Client Portal for Bookkeepers
Create a client portal for bookkeepers to streamline financial record management, share accounting documents, and communicate with clients. Your bookkeeping client portal provides a secure platform for exchanging sensitive financial data, facilitating invoice processing, and tracking financial transactions, enhancing efficiency and client service in bookkeeping practices.
Importance of a Client Portal for Bookkeepers
Bookkeeping client portals are invaluable for bookkeepers, providing a secure and organized space for financial management and client interaction. Bookkeeping customer portals simplify the process of document sharing, such as financial statements and tax documents, allow for real-time updates on financial matters, and offer tools for efficient client communication. This leads to improved accuracy, timely reporting, and enhanced client trust in bookkeeping services.
Essential Tools for Effective Bookkeeping Management
Secure File Sharing
Quick and simple file sharing to enable your clients to securely upload and download files.
Real-time Messenger
Communicate with your clients effectively using your own real-time messenger.
Custom Branding
Build up your brand by customizing your portal using your own colors and logos.
Secured with Encryption
All files, messages, and user data is encrypted in transit and at rest with bank-grade encryption.
The Best Price
Foyer is affordable with our standard plan being just $10 per month per internal user.
Sign Files
Get your client's signatures quickly using DocuSign, the industry-leading eSignature solution.
Email Notifications
Get notifications via email for file uploads and unread messages so you never miss any client activity.
Folder Organization
Organize your client's files in folders using an easy-to-use interface. Just drag and drop.
Learn more about our features
Secure File Sharing
Quickly and securely exchange files with your clients in your company's own custom branded client portal. All files are encrypted at rest and in transit. All you have to do is drag-and-drop.
