Client Portals for Accountants

A simple, secure client portal for accountants.

For accountants, using a client portal is a convenient and secure way to share sensitive information. Setting up our client portal for accountants is incredibly easy. Onehub allows your clients to access their own branded and secure Workspace directly from your website, providing a seamless yet safe way to send and receive confidential documents.

• Easy Uploading

  Onehub's client portal for accountants allows you to upload multiple files at once, directly into your browser, via simple drag-and-drop.

• Advanced Activity Tracking

  Every event that happens within your client portal is tracked, including individual document sharing activity for every user. An online data storage system, free of worry.

• High-Quality Previews

  View high-quality previews of more than 30 different file types, both directly in Onehub and via our mobile apps.

• Familiar Organization

  Organize the content in your client portals exactly the way you want so that your clients can quickly and easily find anything.

• Secure Sharing

  Our client portals provide accountants with bank-level encryption both in transit and at rest. Additionally, only the people you invite can access your data.

• Seamlessly Collaboration

  Client portal software for accountants that allows you to post messages and assign tasks within your Workspace, to make collaborating with partners easy, safe, and secure.

• Better Permission Controls

  Determine who has access to your content and their level of permissions for every folder and file.

• Customize Your Portal

  Make your portal your own with your company logo and brand colors. Present a more polished, professional look that inspires confidence with clients and customers.

• Cost-Effective

  With straightforward pricing, no long-term contract lockups, and a free 14 day trial, Onehub is the easiest way to create a client portal for accountants.