Client portal for accounting firms

Stop chasing documents before every close.

Every client knows what to send and can do it from their phone. Your team sees which documents are missing, what needs review and which client files are ready to move forward.

Sound familiar? A missing bank statement. Receipts sent over WhatsApp. An invoice with no context. And the bottleneck shows up when the deadline is already upon you.

Try it with your clients See how the portal works

30 days to test it with real clients.

  • Works alongside your accounting software
  • No apps to install
  • Test the workflow with three clients first
Start the close by reviewing documents, not hunting for them.

Short answer

How do you get clients to send everything on time?

Give them a client portal built for accounting firms: a single place to submit documents, with clear guidance on what is still outstanding and the status of each file before the deadline approaches. Your team stops chasing blindly and can act first where the close is blocked.

See how to organise submissions (in Spanish)

The experience we aim for

Less time tracking down paperwork. More time reviewing properly.

The change is not about adding yet another program. It is about clients and team knowing what to do before the last day.

01

The client knows what to send

They get clear instructions and submit what is outstanding from their phone's browser.

02

The team knows what to review

Each client file shows which documents are missing, what needs attention and who needs to act.

03

The close moves ahead on time

Priorities surface before last-minute pressure turns everything into an emergency.

No more guesswork

You know who can move forward and who needs attention

A simple view turns documents, pending tasks and reviews into a shared work list.

Example of one periodPortfolio status
Illustrative view
ClientStatusWhat's happeningNext step
AClient AFile completeReadyNothing pendingReview close
BClient BRecent submissionTo reviewDocuments receivedValidate documents
CClient CDocuments missingBlockedWaiting on clientRequest documents

A shared workflow

See the workflow in action from your first client

The client understands what to do. The firm stays in control and reviews what matters.

  1. 01

    Invite

    Create individual access and give clients a clear place to submit their documents.

  2. 02

    Receive and review

    Documents and pending tasks are linked to the right client and period.

  3. 03

    Prepare

    Your team can tell which files are ready to move forward and which need attention.

Available depending on plan

Easy for the client. Professional for your firm.

Customise the client portal with your firm's name, logo and colours when your plan includes white-labelling. Clients recognise who is supporting them, and the relationship stays yours.

CierreListo works behind the scenes. Your firm stays front and centre.

Main colour
Your firmMC

Good morning, Marta

Your firm needs 2 documents

Send the urgent documents first so they can review your quarter.

Bank statementWaiting on you · high priority
Rent invoiceReceived · pending reviewReceived
Upload document
CierreListoJN
Next step

Review received documents

Open documents
Client AReady
Client CPending
YFYour firmMC
What your firm needs

Send your bank statement

Take a photo or choose a file
Upload document

Right from the browser

Clients submit from their phone. Your team moves forward from anywhere.

No need for clients to learn an ERP. They see what is outstanding, send the document and know when it is under review.

  1. Log in
  2. See what's missing
  3. Photograph or upload
  4. Send
  • From the browser, no apps to install
  • Photograph the document or choose a saved file
  • Individual access for each client
  • Check what is still pending and its status

A fair objection

You don't have to change everything to get your close in order.

CierreListo focuses on collaboration before the close: clients, outstanding documents, review and a prepared file. It can work alongside the accounting software your firm already uses.

  • Test the workflow with three clients
  • Keep your accounting system
  • Scale up once you see the value

A month to see for yourself

Try it on a real close, not an empty demo.

For 30 days you can test the workflow with real clients and documents: add clients, receive documents, log outstanding items and see the status of each file.

  1. Create three clients
  2. Invite at least one
  3. Receive documents
  4. Identify outstanding documents
  5. Check the status of the close
Try it with three clients 30 days to test it. Before signing up you will see the plan, its limits and the applicable terms.

Questions before you start

The essentials, explained plainly.

What is a client portal for accounting firms?

It is the firm's own space where each client submits their documents, checks what is still pending and sees when it is under review. The firm receives everything in one place and knows what is missing before the close.

Do I have to replace my accounting software?

No. CierreListo organises the work leading up to the close and can work alongside the accounting system your firm already uses.

Do my clients need to install an app?

No. The workflow runs in the browser on a phone or computer. It is not offered as a native iOS or Android app.

Can I use my firm's branding?

You can use your name, logo and colours when your plan includes the white-label feature.

What happens when the 30 days are up?

The account switches to read-only mode: you can log in and export your data, but to create clients, upload documents or keep working you will need to activate a plan. Before subscribing you will see the price, limits and renewal terms.

Does automatic extraction make decisions for me?

No. Assisted extraction can flag doubts, and human review remains part of the process.

Does CierreListo file taxes or send invoices to the Spanish Tax Agency (AEAT)?

No. CierreListo organises and prepares information for professional review. Any official filing or submission depends on integrations and authorisations that have been expressly activated.

Solutions to stay ahead

Find practical guidance to organise documents, prepare for the quarter-end and keep work moving. The articles are available in Spanish.

Before the next deadline

Make your next close start on time.

Test the workflow with three clients first, then scale up once you see the difference in your team.

Try it with three clients