Client portal for accountants
Keep clients in the loop on deadlines and deliverables, privately.
Client Glance gives accounting and bookkeeping firms a branded client portal built on the workspace your team runs work in. Each client gets a password-protected view of their filings, deadlines, and deliverables, so the status questions stop landing in your inbox during the busy season.
Clients ask where their filing stands
During deadline season the same status questions arrive again and again. A portal shows each client their own progress on demand.
Confidentiality is not optional
You cannot hand a client your project tool. A portal shows only their own work, with everything internal kept private.
A patchwork of emails is hard to trust
Updates spread across threads make it hard for clients to see the full picture. One portal gives them a single, current view.
What clients get
One private view per client
Each client sees only their own filings, tasks, and deadlines. Other clients' work stays hidden.
Deadlines and deliverables up front
Surface the dates and deliverables that matter to the client without exposing your internal checklist.
Branded and password-protected
Your firm's logo and colors, behind a password. Clients open a link and skip learning a new tool.
Built on the tool you already use
If your firm runs work in ClickUp, portals stay in sync automatically. Update the work and the client view follows.
Frequently asked questions
Why do accounting firms use a client portal?
A client portal lets a firm share the status of filings, tasks, and deadlines privately, so clients can check progress themselves instead of emailing for updates. Client Glance builds these portals from the workspace your firm already uses.
Is client data kept separate and private?
Yes. Each portal shows only one client's work, and you control exactly which lists and fields appear. Internal notes and other clients' data never show.
Do clients need to learn new software?
No. Clients open a password-protected link and see a clear progress view. There is nothing to install or set up on their side.
How much does it cost to start?
The first 14 days are a full Pro trial, with no credit card. After that, a plan keeps the portals live as you onboard more clients.
Give your clients a portal they'll actually open.
Connect your workspace, choose what clients see, and share one link. The first 14 days run on Pro, free.