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Client Portal for Accountants app that fits your process
Client Portal for Accountants that lets you let people self-serve instead of asking your team for an update. For account and support teams.
Build secure app fast
Build secure app fast
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Each Vendor Sees Only Their Own Data
Row-level access means every vendor who logs into your portal sees only their own POs, contracts, and payment status — even when all vendors share the same database table. No risk of data leakage, no custom code needed.
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Connect to Your ERP or Procurement Database Directly
Jet Admin builds the vendor portal on top of your existing Postgres, MySQL, or ERP API — no data migration, no syncing to a new platform. Vendors always see live data from your source of truth.
Vendor Onboarding with Document Collection Workflows
Vendors submit required compliance documents, certifications, and bank details through branded forms that write directly to your database. Track completeness per vendor and trigger alerts when documents expire.
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White-Label Branded Portal on Every Plan
Apply your company logo, custom domain, and brand colors — included on all Jet Admin plans. Deliver a professional vendor experience that strengthens supplier relationships from day one.
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Vendor Performance Dashboards and Spend Analytics
Build real-time dashboards showing delivery rates, PO fill rates, and spend per vendor — pulling directly from your procurement database, without exporting to spreadsheets or waiting for quarterly reviews.
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Frequently asked questions
What is a client portal for accountants?
A secure place for clients to supply records, review what you have prepared and approve it — replacing the email chain that currently carries a year's worth of financial documents.
Is it better than emailing documents?
Materially, and not only for convenience. Financial records sent by email sit unencrypted in two mailboxes indefinitely. A portal keeps them in one controlled place with a record of who accessed what.
Can clients see what is outstanding?
Yes. A request list showing what you still need, per entity, is normally the feature that shortens a year-end more than anything else.
Does it handle approvals?
Yes. A client can review and approve accounts or a return, with the approval timestamped and attributable rather than sitting in a reply somewhere.
Can a client with several entities see them all?
Yes. One login can span the companies and trusts they are entitled to see, scoped per entity.
