Efficient collaboration through the Client Portal
Koho PSA’s Client Portal improves both efficiency and customer satisfaction by creating a shared workspace between your firm and each client — making collaboration a seamless part of the daily routine. Share documents, handle requests, and keep everyone aligned, securely and without email clutter.
Never miss a file of crucial information — everything stays visible and out of cluttered inboxes
Whether it’s payroll documents, receipts, tax reports or new assignments, the Client Portal makes collaboration simple and secure. Koho PSA’s Client Portal creates a shared space where your firm and your clients can exchange financial documents, manage ongoing tasks, discuss, and stay updated – no more lost attachments or fragmented conversations. It also provides peace of mind for clients who need to share sensitive information with their accounting firm.
Files, notes, requests, and instructions flow directly into your team’s task list. That means less back-and-forth, fewer missed deadlines, and more time spent on actual client work.
The Client Portal helps you deliver better service with less effort
✅ Strengthen client trust with a secure, user-friendly space for all communication and files
✅ Save time by linking files automatically to the right time periods and client-specific task lists
✅ Transfer and archive documents with full audit history
✅ Reduce back-and-forth by assigning tasks and sharing updates in one place
✅ Keep clients informed with an easy-to-update notice board
✅ Protect sensitive data with clear permissions and access control
White Label Client Portal that looks like your brand
The Client Portal is intuitive for your clients – and available in your brand colors and logo! If you’d like to make your brand more visible to your clients, we can customize The Client Portal according to your company’s brand for 290€. You can contact us for more information.
What’s included in the Client Portal?
The Client Portal comes with the Timer-package and up
- Secure file transfer
- Client communication via built-in chat
- Easy deployment
- Clients can submit required information for the Money Laundering Act themselves
- Target material and discussions to specific time periods and people
- Possibility to have a branded Portal
- Flexible licence management
- Move shared files directly to your to-do list
- Ticketing feature available
- Customer support included
- Implementation support from our expert
Ticketing adds even more structure to client collaboration
You can also link Koho PSA’s ticketing feature to the Client Portal. Ticketing allows you to efficiently handle your clients’ work requests and tackle new inquiries. Create shared inboxes for different services, turn tickets into tasks, track time, and invoice directly.
Frequently asked questions about the Portal
How can I start using the Portal?
By purchasing the Timer package.
For more information on the benefits and implementation, you can fill in the contact form and we’ll be in touch with you shortly.
Does the Portal include free customer support?
The service is straightforward to use, and more advanced instructions can be found at our support site.
Customer support is included in your Koho PSA license: our experts will assist you on weekdays between 9-16 free of charge.
What is meant by information security in connection with the Portal?
Koho PSA’s Client Portal is SSL encrypted and therefore, very secure. Security also arises from the fact that receipts and other important information do not have to be sent by e-mail or other messages, let alone via postal mail. All information can be found in one place. The Client Portal works behind passwords and can only be accessed by the people for whom access is given to. Rights can be individually restricted and, if necessary, removed.
What are the expenses of using the Client Portal?
For how many of my customers can I use the Portal?
There is no upper limit. You can and should use the Portal for all your customers.
Can I get the Client Portal in the colours of my company?
Absolutely. You can get the layout of the Portal (top bar colour + logo) customized with the colours of your company for a small fee.
For more information, please contact our Product Manager Mikko Wäck at +358 50 564 4143 or mikko.wack@kohosales.com
Would you like to have a better look?
Request a free demo!
Book a free demo, no strings attached, and let Koho PSA convince you. You can save up to 87 % in invoicing with Koho PSA. The demo will give you a better view on how Koho PSA will help your accounting company succeed.