A custom client portal for your accountancy firm. Clients upload documents, track status, sign with e-sign and see their file in your own house style, tightly integrated with Exact, Twinfield or AFAS, without depending on the standard portal of your bookkeeping package.
Twinfield Klantenkring, Exact Online Klantportaal, Yuki, Reeleezee, Pinkweb, Pinkweb-PE, Visma iManager, Caseware Cloud, Cosmolex and AccountView WebPortal: for most mid-market accountancy firms a standard SaaS portal works well. It comes with your bookkeeping package, your supplier maintains it, and your clients often recognise the interface from other firms. We would simply recommend it as long as that situation suffices. We do not replace a working standard with unnecessary custom work.
A custom accountancy portal only becomes worthwhile once you grow beyond the standard: a brand experience of your own without white-label branding, multiple disciplines in one view (bookkeeping plus tax plus advisory plus payroll), a deep integration with your firm's system, or a workflow that differs per client segment. For those situations we build portals that fit into your working process rather than sitting alongside it.
Our clients are typically mid-market accountancy firms with five to fifty staff and between two hundred and three thousand clients: administration firms, tax advisers, SME tax specialists and family-business advisers. Firms that want to go beyond the narrowest standard functionality of their bookkeeping package without jumping straight into an enterprise suite. We make sure the portal fits exactly your way of working, your client base and your sector.
This depends on what the portal needs to do and how deeply it integrates with your office system. In an initial conversation we advise which variant suits your client base and growth plans.
A secure portal where clients upload receipts, invoices and annual accounts, see the status of their VAT return and annual accounts, and work in your house style. Single sign-on, multi-factor authentication, audit log as standard. Simple integration with Exact or Twinfield for the document flow.
For firms that offer bookkeeping, tax advice, payroll administration and strategic advice under one roof. One file view per client with all disciplines, e-sign integration, OCR on incoming documents, and linked communication flows per file instead of scattered email threads.
Mission-critical accountancy portal with deep integrations: Exact, Twinfield, AFAS, Visionplanner, Loket or Nmbrs, plus payment integrations via Mollie or SEPA. Multi-branch, white-label for sister firms, sector-specific flows for medical practices, agricultural businesses or a freelancers' collective.
If you do this for multiple clients, a lot will change on the invoicing side in the coming years. What ViDA requires regarding e-invoicing and digital reporting is outlined in ViDA software.
Every accountancy portal is a combination of standard building blocks that we configure specifically for your firm. You choose which modules are in scope — for most projects we start small and expand each sprint.
Sign in with email plus multi-factor authentication as the baseline. Optionally iDIN or DigiD for clients where BSN validation is required for tax returns or allowances. Magic links for easy access for clients who are less digitally confident.
Clients drag receipts, invoices or annual accounts into the portal. OCR recognises the supplier, amount and VAT and sends the scan straight to your bookkeeping package or the right folder in the dossier. No more loose email attachments that have to be entered by hand.
Visible to your client at a glance: VAT return submitted, annual accounts in draft, advice report on its way, payslip processed. For your team, an overview of which clients still need to provide input and where deadlines are approaching.
All dossier documents in one place with version history, signing status and retention periods. Tax returns, engagement letters, authorisations — accessible to your client from any location where your firm operates.
Integration with DocuSign, Adobe Sign, ValidSign or KENA. A client signs with an SMS code or iDIN, and the signed PDF returns automatically to the correct file. For engagement letters, annual accounts, authorisations and notice periods.
For clients who outsource payroll administration to you: employees of your client can view their own payslips without access to the wider file. Integration with Loket or Nmbrs for the payroll data.
Your team prepares the return, the portal shows the client a readable summary with the underlying entries, the client approves (or raises a question), and then your team submits it to the Belastingdienst. Audit trail of who has viewed what.
Your clients can see their timesheet overview, outstanding invoices and payment status in the portal. Payment can be made directly via iDEAL, SEPA direct debit or automatic collection through Mollie. Fewer invoice emails, faster payment.
An accountant portal does not stand on its own. It is a layer on top of your bookkeeping package, your payroll system and your payment system. One of the main reasons to choose custom software is precisely the deeper integration that a standard SaaS portal cannot offer.
We integrate through the official APIs: Exact Online REST, Twinfield SOAP and REST, AFAS Connector API, Visma SOAP services. Yuki, Snelstart and Visionplanner each have their own interface, and we know them all. Client data, files, invoices and VAT returns sync in both directions. A change in your office system is visible in the portal within seconds, and an upload from your client lands in the right place straight away.
For payroll administration we integrate Loket or Nmbrs so employees of your clients can view their own payslips. For identity verification, iDIN or DigiD, when you need certainty about the natural person. For e-signing, DocuSign, Adobe Sign, ValidSign and KENA, depending on what your firm or your client base already uses.
Your clients can pay outstanding invoices directly from the portal with iDEAL, or set up an automatic direct debit via SEPA. Mollie serves as the payment provider, giving you a single dashboard for all transactions. Payment status flows back into your accounting package so open items close automatically, with no more manual matching.
A production-ready accountancy portal plus everything around it, to run yourself or have us manage for you. No black box, no dependence on a single supplier.
With OneDayBuild, we turn your idea into something tangible in one day for €1,150, so you can see whether further development is worth the investment. Decide to go ahead with the full build? Then we credit the full cost.
Explore OneDayBuild →Five situations in which your own portal pays for itself compared with a standard SaaS client portal. If you recognise one of them, there is usually reason enough for an initial conversation.
Your clients experience the portal as you, not as Twinfield or Pinkweb with a logo added. Your own colours, your own language, your own onboarding, with no white-label touches that dilute your brand.
Freelancers submit receipts monthly, SME clients quarterly, and tax advisory clients on an ad hoc basis. A standard portal forces a single flow; we build segments with their own deadlines and notifications.
When client data, files and invoices live in Exact, Twinfield, AFAS or Visionplanner and the portal needs to keep pace in real time, not a nightly export but live synchronisation between the package and the portal.
Your firm does more than annual accounts: payroll, tax advice, M&A support, family office. Clients want everything in one case view, not four separate portals tied to each package.
For medical practices (NEN 7510 on the horizon), the agricultural sector (subsidy flows), freelancer collectives or franchise administrations, standard portals are too generic. We build around your sector.
You run a network of offices or you license your way of working. One portal stack, with multiple brands on top: each office has its own URL, colours and flow on a shared foundation.
A conversation to understand which disciplines you offer, which bookkeeping package is leading, how your client base is structured and which standard portal you use now (or are missing).
A workshop with your partners and office manager, plus interviews with a handful of clients from different segments. At the end: a concrete scope, a timeline, a first screen flow and a list of integrations.
A working build every two weeks that you and your clients can test. We usually start with document upload plus a status view for one client segment; e-signing, multi-discipline support and deeper integrations follow afterwards.
For the wider rollout, we first take the portal live for a group of five to ten clients. Gather feedback, remove friction, fine-tune the integrations, and only then open it up to everyone.
Phased rollout to your full client base with onboarding emails and a tutorial video. Ongoing management for security, integration maintenance (the Exact and Twinfield APIs change regularly) and further development.
The questions partners and office managers most often ask us before starting a project.
A non-binding 30-minute introductory call. We listen to your client segments, your practice management system and your growth plans, and point you in a useful direction, including if the outcome is that a standard SaaS portal is enough for you. Related services: building a document management system and developing custom accountancy software.
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