Client portal software
for accountants
& bookkeepers
Streamline client intake, document requests, and task follow-ups in one secure portal. Motion.io helps accounting professionals save time, reduce manual back-and-forth, and give clients a polished, professional onboarding experience.
Don't let customer happiness decline after the contract is signed
Speed up onboarding and reduce admin
Automatically collect tax documents, intake forms, and financial records in one place—no more chasing down emails or missing files.
Deliver a polished, professional client experience
Impress clients with a secure, easy-to-use portal where they can upload documents, view deadlines, and track progress—branded to your firm.
Keep clients on track without the follow-up fatigue
Centralize communication and task tracking to reduce back-and-forth. Motion.io helps you and your clients stay aligned every step of the way.
Features accountants and bookkeepers love in Motion.io
Onboarding
Automate the collection of files, forms, signatures, and all other information your team needs to onboard clients in fully white-labeled client portals.
Project Progress Tracker
Provide customers with clear visibility into the status of their projects—from onboarding to offboarding—directly in their client portals.
Integrations
Connect the apps, tools, and software you already use to Motion.io by adding them to pages and tasks that clients can access directly within their portals.
Contracts
Stop juggling multiple platforms to manage client contracts. Motion.io's electronic document signing provides a faster and more convenient way for clients to fill out, sign, and submit contracts and agreements.
Loginless Client Access
Simple and secure, clients access their portals by clicking a magic link sent to their email – no account or login required.
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Scale your onboarding, not your overhead
Motion.io gives you the workflows, visibility, and automation to take on more clients--without the chaos.