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A client portal is a secure online platform that enables accountants and their clients to exchange sensitive financial documents, collaborate on projects, and communicate efficiently. It serves as a centralized hub where clients can access their accounting records, upload documents, and receive updates from their accountants, all while ensuring the highest levels of security and confidentiality.
Your client portal is the online face of your firm. It’s the first place your clients go to share and access documents, securely communicate, and manage their tasks. And clients expect great online experiences. Ever since clients started online banking, they expect portals that deliver the same level of security, convenience, and 24/7 access that banks provide.
Your online portal is a central piece of your firm’s online security posture. It protects sensitive personal and business information while ensuring compliance with IRS, federal, and state regulations. These regulations mandate that sensitive client data be sent using secure, encrypted channels. These same regulations highlight that email, SMS and other unsecured digital communications should not be used to send or receive sensitive information. Some regulations go further and stipulate penalties up to $100K per violation. By using a secure client portal, you demonstrate to your clients that you take security seriously while also protecting your business.
The most critical factor in a client portal is client adoption. If clients don't use the portal, none of the portal’s features or benefits matter. To ensure that as many clients as possible use the portal, make sure you focus on core usability. Look for convenient login options, mobile apps for both Android and iOS, mobile web, and modern design. Also, make sure the portal has as many of the features you need as possible. Clients prefer to have a single place to do business with the firm instead of having to log into multiple places.
Choosing the right client portal is crucial for ensuring a smooth and efficient experience for both your firm and your clients. The following checklists cover key convenience and communication features that your portal should include to meet modern expectations. By focusing on these essential features, you can enhance usability, security, and overall satisfaction. Here’s what to look for:
Convenience features:
Communication features:
New in Client Portals: Voice-to-AI for Faster, Easier Communication
Traditionally, even the best client portals required typing. But today’s clients are increasingly on mobile devices, where typing is slow and cumbersome. That’s why Liscio has introduced Voice-to-AI, a secure, private way for clients to simply speak their message and have it instantly drafted by AI.
How It Works:
Clients tap the microphone icon inside the Liscio app, speak their message, and Liscio drafts a polished reply—including the subject line—ready for review and send. They can still type or use typed-AI prompts as always.
Why It Matters for Firms:
Voice-to-AI speeds up client responses, cuts down on follow-ups, and makes your client portal feel as effortless as texting—but with enterprise-grade security and compliance.
This feature is part of Liscio’s broader AI roadmap, which also includes smart document management tools such as automatic file renaming, predictive folder placement, and intelligent document matching—all designed to streamline accounting workflows and elevate the client experience.
Learn more about Voice-to-AI for accounting firms.
Once you’ve selected your portal based on the points above, ensure a smooth transition for your clients.
Selecting a great client portal is a game changer for accounting firms of all sizes. Not only will it make both firms and their clients happier and more efficient, but they also keep data secure. If you’re ready to look deeper into the benefits, click the button below to access our comprehensive guide on implementing a client portal or schedule a demo with our team.