Client Portal For
Accounting Firms.
Send, Sign and Collect – No Client Logins or Separate App Needed

An accounting client portal is a secure place where clients upload documents, sign engagement letters, BAS and tax returns, and answer the firm's requests, with every file landing against the right client record. Workiro is document management and client workflow software for accounting and professional-services firms in Australia and the UK. Its portal opens from a branded, secure link, so clients have no login to create and no app to download.

No. Your client opens the portal through a branded, secure link and works in a private session - no account to create, no password to remember, no app to download. It's the same simple experience whether they're on a laptop or their phone.

Because email is the channel Australian regulators keep warning about. The ATO has told BAS agents that email is not secure, especially for TFNs and proof-of-identity documents, and it tells taxpayers its own documents never arrive as email attachments - so a return that lands as one looks like exactly what clients are told to be wary of. The OAIC received 667 data breach notifications from January to June 2026, with identity documents among the most compromised data, and its advice is blunt: "Organisations can't lose personal information they don't hold." A secure link keeps the document out of both inboxes and files it straight to the client record.

Everything the job needs: upload files, complete ID and document requests, reply to questions, and sign engagement letters, BAS and tax returns. Each item files itself automatically against the right client record the moment it's done, so nothing sits in an inbox waiting to be saved.

That's the reason there's no login. Cantor Carnevale, a boutique Australian practice handling 400-600 BAS and tax returns a year, found passwords and portal logins triggered support calls, so for some clients they skipped e-signing and went back to email. With Workiro they e-sign with every client: "It's so intuitive - we never get questions back asking how to use it." More on choosing one in our guide to client portals for accountants.

The portal chases for you. Every request carries automatic reminders, so clients are nudged until they respond without anyone on your team keeping a list. You see at a glance what's been sent, what's signed and what's gone quiet, and send a one-line nudge from the same screen. Faster sign-off is faster billing: Cantor Carnevale now gets paid at least 25% faster and saves around 50 hours per accountant a year.

Yes. Access is role-based and least-privilege by default, so people only see what they should, and every action is captured against the client with a timestamp. The audit log can't be altered after the fact, and you can search across your files - including the text inside PDFs - to produce the evidence in seconds. Full security detail is in the Workiro Trust Centre. Your own obligations still apply: the TPB sets out what tax practitioners must do under the Notifiable Data Breaches scheme and the TFN Rule.

Yes. Workiro connects the tools Australian practices already run, including Access Practice Management, Xero Practice Manager, Kloud Connect and Microsoft 365, so a new client's details and their signed documents land in the same record instead of being re-keyed between systems. Access names Workiro the preferred document management solution for Access Practice Management. See all integrations for Australian firms.