Client portal software for accountants & bookkeepers
Automate the collection of files, feedback, and forms and give your accounting clients access to everything they need in a single portal.
Keep your clients happy and engaged every step of the way
Elevate your client experience and get your team the information they need from accounting and bookkeeping clients faster.
Automated Onboarding
Automate the collection of files, feedback, and forms and give clients access to everything they need in a single portal.
Secure File Sharing
Clients upload files by clicking a magic link sent to their email and can access files you share with them through a secure portal.
White-labeled Client Portals
Give your clients a secure, easy, and professional way to provide information and communicate with your team in branded client portals.
Features accountants & bookkeepers love in Motion.io
Client Tasks
Motion.io’s client tasks replace back-and-forth emails and endless threads. Motion.io notifies clients when new tasks are assigned and sends automatic reminders until they are completed.
File Approvals & Signatures
Share files with clients and ask for their approval. Optionally, request a signature when you send client files for approval.
Flexible Portal Pages
Integrate your other tools and static information directly into Motion.io so your clients have a central hub for everything.
Help Desk
Provide a Help Desk directly in your portals where clients can submit requests. Easily track the status of tickets and communicate with the clients who submit them.
Simple for Clients to Use
Simple and secure, clients complete tasks and access their portals by clicking a magic link sent to their email – no account or login required.
Try Motion.io
Learn the platform in less than an hour. Start elevating your client experience in less than a day.