Chasing documents.
Year-end and quarterly work stalls while you wait for statements, receipts and confirmations. The request lives in an email thread the client has already lost.
FOR ACCOUNTING FIRMS / INDUSTRY
Client portal for accounting firms
Give clients one place for document requests, reviewed updates and the approvals that keep filings on time, without another shared inbox.
QUICK ANSWER
Angelwood gives accounting firms a client portal for document requests, reviewed period updates and timestamped approvals, so filings stop waiting on lost email threads.
WHO THIS IS FOR
Best for accounting firms that need client communication and approvals shaped around how their work is delivered.
THE WORK BEHIND THE RELATIONSHIP
What gets in the way for accounting firms.
Questions about every number.
Clients examine each figure and query anything unfamiliar. Explaining context by phone takes time away from the advisory work they value.
Deadlines with no sign-off.
A filing needs the client's approval before it goes out. The approval arrives as a one-word reply, or does not arrive at all.
Compliance looks like commodity work.
When clients only see the return at the end, they compare you on price. The planning and checks behind it stay invisible.
MAKE IT PRACTICAL
How the portal works for accounting firms.
Document requests with a purpose.
Ask for each statement or confirmation with instructions and a due date. See what has arrived, what is still missing and what needs a second look.
See the workflowApprovals before filing.
Send the draft with a clear request for sign-off. The approval is timestamped and stored with the document it covers.
See the workflowUpdates with context.
Explain what changed this period and why, with links to the underlying working papers. Clients get the reasoning, not just the number.
Billing visibility alongside the work.
Connect your accounting system so invoices and payments sit next to the engagement they relate to.
Explore the integrationGOOD QUESTIONS
Accounting firms FAQs
Is this a replacement for our practice management software?
No. Angelwood handles the client-facing part of the work: requests, reviewed updates and approvals. It sits alongside your practice, tax and bookkeeping systems.
Can clients upload documents securely?
Clients respond to each request inside their portal rather than by email. Ask clients to grant access to online services through the provider rather than sending passwords or codes.
How do we handle year-end volume?
Set up a request checklist once and reuse it per client. Scheduled cadences on Growth and Agency plans keep recurring updates on time without rewriting them.
YOUR NEXT STEP
Ready to give accounting firms a clearer place for client work?
Start your 14-day free trial. No credit card required.