For Accountants & Accounting Firms
"Have you uploaded the receipts yet?" Time to end that question.
A client portal for your firm. Receipts, documents, tax notices - all in one place. Clients upload themselves. You have peace of mind.
No credit card required. Cancel anytime.
Sound familiar?
Why accounting firms need a professional client portal
Your clients trust you with their finances. But the communication? Email chaos, WhatsApp photos of receipts, missing documents right before the deadline. This costs you time - and your clients their nerves.
"Here's the gas receipt. That should do, right?"
A WhatsApp photo, taken at an angle, illegible. No assignment, no date in the filename. And you're expected to turn this into proper bookkeeping. Every. Single. Day.
"I already sent the receipts!"
Three emails, two attachments missing, one is password-protected. The client is sure everything was sent. You're searching your inbox for the third time. The deadline is approaching.
50 clients. 50 reminders. Every January.
Tax season means: hundreds of follow-up emails. "Please submit the documents by..." - Copy-paste, copy-paste. Your staff spends weeks chasing documents instead of doing tax work.
The Solution
The client portal that ends receipt chaos
Portuo gives every client their own space. Structured, clear, under your brand.
Clients upload themselves
Clear folder structure per client: "Income", "Expenses", "Tax Notices". Clients immediately see what's missing - and upload it themselves. No more chasing receipts.
Automatic reminders
New documents uploaded? You'll be notified immediately. Documents missing? Send a message directly to the portal. No email gets lost anymore.
Your firm. Your portal.
Logo, colors, custom subdomain (your-firm.portuo.com). Clients see your brand - not some third-party tool. This reinforces your professionalism with every login.
Comparison
Why not email or DATEV Meine Steuern?
Email is chaos. DATEV Meine Steuern is designed for large firms. Portuo is the middle ground: professional, but ready in 2 minutes.
| DATEV Meine Steuern | Portuo | ||
|---|---|---|---|
| Setup | None | Weeks + IT | 2 minutes |
| Your branding | Limited | ||
| Client finds receipts | Nowhere | In DATEV | In your own portal |
| Cost / month | 0 € | 20–50+ € | 0–29 € |
| EU server | Depends |
The solution
One portal that brings everything together.
Professional, organized, and under your brand. For you and your clients.
Your clients see all relevant information at a glance
Security
Your data stays in the EU.
Your clients trust you with sensitive financial data. With Portuo, you host this exclusively on EU servers - no US cloud, no data transfer outside the EU. This way, you can invite clients with confidence, without having to explain data privacy concerns.
- Hosting exclusively in the EU
- Encrypted data transfer (TLS 1.3)
- Data Processing Agreement (DPA) available
Made in the EU
Hosting exclusively on EU servers. Developed in Hamburg.
Get started in 2 minutes
Free for small firms
Try Portuo risk-free. No credit card, no contract commitment. Upgrade only when you manage more than 3 clients.
Starter
To get started and try it out.
- Custom subdomain
meine-kanzlei.portuo.com
- 1 GB storage
- Unlimited users
- Documents & Tickets
- Portuo branding on portal
No credit card required
Ready for less receipt chaos?
Next year without document hunting.
Your client portal is ready in 2 minutes. Start for free. No credit card.
Portuo for other industries