Notion for Accounting Firms
Notion Client Portal for bookkeeping and accounting firms
A branded, secure home for every client relationship — built specifically around how bookkeeping and accounting firms actually work, not a generic template with your logo on it. Tax season arrives and there's no single view of which of 40 clients still owe documents, which return is in progress, and which is ready for review.
What we hear from bookkeeping and accounting firms
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Client document requests tracked over email with no clear status
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Filing deadlines for dozens of clients kept in someone's head
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No standardized checklist for recurring monthly close processes
How Notion Client Portal fixes this
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Client-facing dashboard
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Shared file & update feed
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Progress visibility without a phone call
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Custom branding