What makes a portal valuable?
Not an upload folder but the connection to processing: delivering, asking and processing in one system.
Client portal for accountants
A client portal for accountants, connected to processing
One place for everything your client needs to do: deliver, answer questions, approve, invoice and follow the figures. With an iOS and Android app, under your firm.
klant.autoboeker.nl
Welcome back, Marieke
Overview of Bakkerij De Molen B.V.
Revenue · Jan–Oct
+18%€249,600
Costs · Jan–Oct
+6%€171,750
Client questions
3
3 open · 6 handled
Revenue comparison
2026 vs 2025, revenue per month
MonthlyQuarterly
FebMarAprMayJunJulAugSepOctNovDec
Open client questions3
Shell Nederland−€64.50Upload receipt
Bol.com−€89.95Business or personal?
Coolblue B.V.−€1,249.00Invoice missingVAT Q3
€4,210.26
Payable · file by 31 October
8 of 9 items processed
Short answer
A client portal for accountants is an online environment where a firm's clients deliver documents, answer questions and follow their figures. Autoboeker's portal is connected to processing: documents are processed with AI, answers are booked and matched, and reports come straight from the accounting software. Unlimited in the Firm plan.
Updated
At a glance
- For the client
- Deliver, questions, approve, invoice, figures
- App
- iOS and Android
- Sources
- Gmail, Outlook, WhatsApp, cloud storage, Mollie
- Permissions
- Several companies, permissions per user
- Reports
- Revenue and costs, month on month, VAT (Exact Online)
- Price
- Unlimited in the Firm plan
How it works
Client portal step by step.
01
See what is open
Questions for invoices and bank in one overview.
02
Deliver
Drag and drop, the app or connected sources.
03
Answer
Next to the right document or transaction.
04
Follow figures
Straight from the accounting software.
What it delivers
What it delivers for your firm.
Connected to processing
Deliveries are processed straight away.
Questions in one place
No loose emails.
Sources
Documents arrive at the right administration.
Invoicing
Quotes and invoices with iDEAL.
Approvals
Before or after booking.
Permissions per user
E.g. questions for one company only.
In depth
Everything about client portal.
FAQ
Frequently asked questions about client portal.
Unlimited portal and app are included in the €50 per month Firm plan.
Further reading
Related in the knowledge base.
Guides
Running a firm
Setting up the client portal and app for your firm's clients
What clients do in the portal and app, how to set permissions per user and which insights clients get. A practical setup guide for firms.
7 min readRead the guideRunning a firmGetting clients on board with the client portal
How to get clients on board with the client portal: submit via app, email or WhatsApp, answer client questions and follow the figures, without loose emails.
8 min readRead the guideWorkflowsConnecting document sources: Gmail, Outlook, WhatsApp and cloud
Connect Gmail, Outlook, WhatsApp and cloud storage to every administration. Documents arrive at the right client automatically, without forwarding.
7 min readRead the guideSecurity & privacySharing client documents securely: how your firm sets it up
How firms and clients exchange documents securely: risks of email and chat apps, portals, access per user, retention, fake invoices and IBAN changes.
8 min readRead the guideWorkflowsAutomating client questions: sending, following up and processing
Have client questions sent, followed up and processed automatically: from unknown payment to processed answer, with templates, status per client and history.
8 min readRead the guide
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ViewInvoicing software
Invoicing software for your clients, straight into the books
ViewInvoice approval
Invoice approval before or after booking, the way your client wants
ViewSee it working in your own administrations.
In a 30-minute demo, we show you how Autoboeker works with your firm's accounting software and way of working.
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