Client Portal for Accountants
Stop juggling emails, Google Drive links, and spreadsheets. ClientCove gives accountants a branded client portal where you share files, send invoices, and communicate with clients — all in one place.
Sound familiar?
Clients email sensitive financial documents as unencrypted attachments — a security and compliance risk.
Tax season means chasing dozens of clients for missing receipts, statements, and W-2s simultaneously.
You bill hourly but tracking and invoicing those hours across clients is tedious manual work.
How ClientCove helps accountants
Secure file exchange with signed URLs and automatic expiration — no more sensitive docs in open email.
File request checklists let you request specific documents from each client with clear deadlines.
Integrated invoicing with Stripe payments — clients pay directly in the portal, no checks to deposit.
Per-client portals keep every tax return, financial statement, and communication organized by client.
Get started in 3 steps
Sign up
Create your free account in under a minute. No credit card required.
Set up your portal
Add your logo, brand colors, and create your first client project.
Share with clients
Send your client a magic link. They access their portal instantly — no login needed.
Ready to impress your clients?
Join thousands of accountants who use ClientCove to look professional and get paid faster. Plans start at $29/month.