Client Portal for Bookkeepers
Stop juggling emails, Google Drive links, and spreadsheets. ClientCove gives bookkeepers a branded client portal where you share files, send invoices, and communicate with clients — all in one place.
Sound familiar?
Clients forget to send bank statements and receipts every month, causing reconciliation delays.
You manage recurring monthly work for each client but lack a central place for ongoing communication.
Getting new clients set up with document access and communication channels takes too long.
How ClientCove helps bookkeepers
Recurring file requests remind clients monthly to upload statements, receipts, and financial documents.
Threaded messaging per client provides an ongoing conversation thread that replaces scattered emails.
AI-generated onboarding packets welcome new clients and explain exactly what documents you need upfront.
Simple invoicing with automatic payment reminders for monthly retainer billing.
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 bookkeepers who use ClientCove to look professional and get paid faster. Plans start at $29/month.