Move beyond shoeboxes of receipts and messy spreadsheets. Get
secure, real-time access to your clients' organized financial data,
all in one simple and powerful dashboard.
Stop wasting hours chasing clients for
documents. Clients can log expenses and
attach digital receipts on the go, which
appear directly in your portal's inbox as
new transactions. You get the data you
need, when you need it.
Your clients' finances are neatly
separated by business, personal, or
project. Instantly understand the context
of every transaction without having to
ask. Your dashboard shows a clear
breakdown by workzone and category for
each client record.
Manage your entire client portfolio from
one clean, intuitive interface. Your portal
shows a list of all your clients, allowing
you to search and select them to view
their specific financial records.
Register for your free Expense6 Accountant Portal
account. Once verified, you’ll receive a unique Accountant
ID.
Your clients can easily invite you by entering your
Accountant ID in their app. Once you accept, they will
appear on your client list.
See client requests appear in your inbox. Select any client
to view their records, filter by date range or category.