Firm Client Portal

Purpose-Built for Accounting Practices

With QuickBooks Online Accountant, every client needs a paid QBO subscription at $30+/month, and every page they see carries Intuit's branding. BizBooks Pro eliminates both problems. Your Accountant Firm subscription includes unlimited client companies and a white-label portal — one flat annual fee, your firm's name on everything.

Host your clients' books directly in your BizBooks Pro installation. Give each client a portal login where they see your firm's name, your logo, and your colors. No per-client software charges.

Live Financial Statements

Clients access their income statement, balance sheet, and cash position whenever they need it. Data updates in real time as you work on their books.

Online Invoice Payments

Accept credit card and bank transfer payments through the portal. Stripe processes transactions securely and payments sync to BizBooks Pro automatically.

Document Collection

Send document requests for receipts, bank statements, and tax forms. Clients upload directly to the portal — no more chasing attachments via email.

Secure Client Messaging

Threaded conversations organized by client. Every message is stored alongside their financial records for easy reference and audit purposes.

Invoice & Payment Ledger

Clients browse their complete invoice history and payment record on demand. Helpful for those who need documentation for their own tax filings.

Statement Downloads

Clients pull account statements on their own schedule. Fewer routine calls to your office, more time for billable advisory work.

Automatic Email Notifications

Clients receive branded email alerts when you send an invitation, share a document, or post a message. No manual follow-up needed.

Portal Analytics & Engagement

See which clients are logging in, viewing reports, and uploading documents. Identify disengaged clients who may need a follow-up call.

Simple Setup, Immediate Value

Send an Invitation: One click from within BizBooks Pro sends a secure invitation email to your client
Client Creates Account: They follow the link, set a password, and log in. No software to download
Immediate Access: Financial reports, invoices, and documents are available the moment they sign in
Pay Invoices Online: Clients settle open balances via credit card or bank transfer in seconds
Upload Documents: Respond to your document requests by dragging and dropping files into the portal
Everything Syncs: Payments and uploads appear in your BizBooks Pro instantly — no manual data entry

White-Label: Your Practice, Your Brand

Every element of the portal carries your firm's identity. Your logo in the header. Your firm name on the login page. Your color palette across the interface. Clients interact with a platform that reinforces your professional brand — not a third-party software vendor's.

Firm logo and name on every screen
Customizable color scheme to match your brand guidelines
Your contact information displayed for client inquiries
Professional financial statement formatting
Encrypted HTTPS for every connection

Why Firms Are Leaving QBOA

QBOA with 50 clients costs $18,000/year. BizBooks Pro Accountant Firm costs $2,880/year. BizBooks Pro Accountant Enterprise costs $1,680/year with unlimited clients, your brand on everything, and AI-powered review tools QBOA doesn't offer.

See the Full Comparison

The Upgrade Path That Pays Your Firm

Small clients start with portal access to books you manage. When they grow and want their own in-house bookkeeper handling daily entries, they purchase a BizBooks Pro subscription through your firm's white-label partner link. Your firm earns an ongoing referral commission on every subscription sold. Intuit offers accounting firms nothing comparable.

Become a White-Label Partner

Present BizBooks Pro as your firm's own accounting platform. Earn commissions when portal clients upgrade. Build a revenue stream on top of your existing practice.

Explore the Partner Program