Hold your clients' books in your own installation, and give each of them a browser dashboard that carries your practice's name instead of ours.
Start Your Free TrialQuickBooks Online Accountant costs your firm nothing, which is the point — the bill moves to your clients instead. Every one of them needs their own paid subscription, and every screen they log into is branded by Intuit. Over time that teaches a client that the software is the relationship and you are the person who operates it.
Kantivo inverts both halves. On Accountant Firm you host your clients' books inside your own installation, and each client gets a portal login showing your firm's name, your logo and your colours. They buy no software. You pay one flat annual fee rather than a figure that grows with every client you take on.
Income statement, balance sheet and cash position, generated from the books as they stand. There is no export step and no stale copy — what the client sees is what you are working on.
Outstanding balances are visible and payable by card, handled through Stripe. The payment lands back in your Kantivo installation without anyone rekeying it.
Raise a request for January's bank statements and it appears on their dashboard. They upload against it. Clients can also send things unprompted, filed by category and visible to your team at once.
Threaded messages stored beside that client's financial records, so a question about the van lease is still answerable in eighteen months.
Invoice history, payment history and statements, downloadable whenever the client wants them — which is usually the week they are doing their own tax return, and usually by telephone.
Invitations, new messages and shared documents all trigger a branded email. Nothing in the client's inbox mentions us.
See which clients log in, read reports and upload documents. A client who has not opened the portal in three months is usually a client worth ringing.
The portal is a web page. Your client needs a browser and a password, on whatever device they happen to have.
One action inside Kantivo emails them a secure registration link. Invitations last 30 days and can be reissued or revoked.
They follow the link and create their own account. There is nothing to download and nothing to configure.
Reports, invoices and documents are available from the first sign-in, scoped to their company and nobody else's.
They pay invoices and upload documents; both appear in your installation immediately, without re-entry.
Branding here is not decoration — it is the difference between a portal that reinforces your practice and one that advertises your software vendor to your own client list.
The Client Portal is part of Accountant Firm, and is switched on throughout the 30-day trial so you can evaluate it properly. It is not included on Basic, Professional, Professional 15, Accountant Pro or Accountant Enterprise.
Two honest limits worth knowing before you plan around it. Portal users are read-only: they can view figures and upload documents, never create or change an accounting record. And Kantivo runs on your machine, so a client signing in at midnight reaches your books only if that machine is switched on — if clients will use the portal outside your hours, leave it running.
Host their books, put your name on it, and stop being the only route to their own numbers.
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