Outstanding invoices
Clients log in and see the invoices and balances you choose to share without asking your team to resend the same PDF.
Xero keeps the accounts tidy. AccountantPortal gives your clients the simple branded portal Xero does not: invoices, receipts, balances, records, files and practice-built report PDFs in one place.
Connect Xero once, store the authorised organisations, then match each client company portal to the right Xero tenant. They get a portal that feels like your practice, with plain client wording instead of accounts-system clutter, plus the reports your practice chooses to publish.
Clients log in and see the invoices and balances you choose to share without asking your team to resend the same PDF.
Past invoices, paid receipts and account history sit in one branded place instead of buried email threads.
The same portal can hold forms, uploads, engagement letters, custom reports and updates, so clients have one place to go.
Your client just logs in, checks the figures you have shared, opens receipts or invoices, and finds the records or reports they need. Your team keeps using Xero and the report builder. AccountantPortal gives the client the simple login.
The result
The practice still controls the Xero connection. The client gets a simple AccountantPortal login for invoices, receipts and branded report PDFs. Everyone stops digging through old attachments.