Bubble Accounting Firm Client Portal
Accounting firms lose hours chasing documents by email. A Bubble client portal at $199-$499/month delivers document collection, engagement tracking, secure delivery, invoice payment, and deadline management – replacing email chaos with structured client communication.
Accounting Firms Run on Email Threads and Shared Folders
Accounting firms spend enormous amounts of time chasing documents from clients via email, answering status questions that could be answered by a portal, and managing disorganised shared drives. A client portal built on Bubble transforms this: clients self-serve documents, upload required files, and track engagement status while the firm operates with complete visibility across every client engagement. Price point: $199-$499/month per firm.
Document Collection
Firm creates a document request checklist per client per engagement. Client uploads each document and checks it off. Firm receives notification per upload. Replaces 15-email threads about what still needs submitting.
Engagement Tracker
Each client has active engagements (Annual Accounts, VAT Returns, Payroll) with status. Clients see real-time status without calling. Firm sees all engagements across all clients in a pipeline view filtered by status and deadline.
Invoice & Payment
Firm raises invoices within the portal per engagement. Client pays via Stripe. Payment status updates automatically. Outstanding invoices visible in client portal with a Pay Now button.
Secure Document Delivery
Completed accounts and tax returns delivered securely through the portal. Client notified when a document is ready. Download logged for compliance. Client A cannot see client B’s returns.
Key Date Tracker
Filing deadlines, VAT return dates, payroll run dates per client. Dashboard showing all upcoming deadlines in the next 30 days. Automated reminder emails to clients 14 and 7 days before each deadline.
New Client Onboarding
Digital onboarding questionnaire: business type, directors, VAT registration, previous accountant details. Replaces paper engagement letters with a structured digital process feeding directly into the client CRM record.
Core Document Collection Workflow
engagement, client, document_name, description, is_required
uploaded_file (file), uploaded_at (date), status (Pending/Uploaded/Accepted/Rejected)
reviewer_note (text)
// Client uploads document
Step 1: Update DocumentRequest: status=Uploaded, uploaded_at=now
Step 2: Notify accountant: “Client uploaded [document_name]”
Step 3: Check if ALL required requests for this engagement = Accepted/Uploaded
If yes: Update Engagement status = “Documents Complete”
If yes: Notify lead accountant: “All documents received for [client]”
Ready to Build on Bubble?
Data model design, Stripe billing, multi-tenant architecture, and full SaaS builds done right from day one by Pakistan’s leading Bubble.io team.
