Customer portals for accountants.

A private, branded customer area where clients see their jobs, invoices, quotes, and documents — without emailing your team to ask.

NZ-built Pilot in weeks, not months We stay through adoption

Real result

47% fewer "status update" emails to admin.

Why accountants specifically

  • ✕ client onboarding documents lost in email
  • ✕ tax season chaos in spreadsheets
  • ✕ IRD correspondence with no audit trail

Talk to us about customer portals for your accountant business

A 15-minute call. We'll sketch what's worth building first — honest read, even if you don't end up working with us.

The accountant reality

What we keep hearing from NZ accountants.

NZ tax compliance, AML obligations, and Xero advisor competition mean efficiency is your edge.

What we build

Customer portals, tailored to accountants.

  • ◆ Magic-link logins (no passwords for customers)
  • ◆ Live job status and ETA
  • ◆ Document downloads with audit trail
  • ◆ Customer-initiated tasks and changes
Built on: Auth.jsPostgresResendCloudflare R2

Customer portals for other NZ industries

Other things we build for accountants

Ready to talk specifics?

Scroll up — the form's right there.