Request and collect documents in one place
Ask for the files you need, let clients upload them directly, and keep each file attached to the right work item.
Client portal
A private portal for every client.
Clients should not have to email PDFs and ask what happens next. Acctlibra gives each client a private portal connected to their record at your firm.
14-day trial · No card required
Book a demoClients only see their own information
Every portal is limited to that client’s work. They can follow status and message your team without seeing anyone else’s file.
Less status-chasing for the firm
When requests, uploads, and messages live on the work, your team spends less time forwarding email and more time completing the engagement.