What is a client portal in accounting?
Definition An accounting client portal is a secure online space where a firm and its clients exchange documents, messages, requests, e-signatures, and tasks, replacing email attachments and paper. A white-label portal is one that carries the firm's own branding and domain, so clients experience it as the firm's, not the software vendor's.
Portals matter for security (no sensitive tax documents over email) and for client experience. The differences between them come down to whether the portal is firm-branded, whether it's connected to the actual work (the books and the return), or just a file-exchange bolted on.
LucaLedger's client portal is white-label and connected to the workpapers, so a document a client uploads flows into the books and the return.