Client portals for financial services and accounting

Financial work runs on documents and deadlines. A portal gives each client one secure place to upload what you need, sign what's required and see what they owe, and gives your team a record of all of it.

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Example portal

Accountants and bookkeepers

Collect every client's paperwork without chasing it by email

See how it works

More ways to use it

Mortgage and loan application hub

Borrowers upload what the lender needs, see where their application stands and sign disclosures, without sending bank statements by email.

Zoho CRM
Zoho WorkDrive
Zoho Sign
Zoho Forms

What clients do

Upload pay slips, bank statements and ID to their application
See the stage their application has reached
Answer requests for missing documents
Sign disclosures and agreements in the portal

What your team gets

Documents stored against the application, not in inboxes
Application stages come from your CRM
A full audit log for every file and change
Each borrower sees only their own application

Insurance broker client portal

Policyholders see their policies and renewal dates, download documents and raise claims or changes, without calling the office.

Zoho CRM
Zoho WorkDrive
Zoho Desk
Zoho Books

What clients do

See each policy, its cover and renewal date
Download policy documents and certificates
Raise a claim or a mid-term change as a ticket
Pay premiums and see what's been paid

What your team gets

Policies and renewals shown straight from your CRM
Claims and changes arrive as tickets with the details you need
Certificates shared once, in the client's folder
Fewer requests for copies of documents

Wealth management client vault

Give clients one secure place for their statements, reports and agreements, with meetings booked and questions asked in the same portal.

Zoho WorkDrive
Zoho CRM
Zoho Sign
Zoho Bookings

What clients do

Find every statement and report in their own folder
Sign agreements and account forms
Book a review meeting with their adviser
See their details and update them when they change

What your team gets

Statements shared securely instead of by email attachment
Client detail changes land in Zoho CRM
Choose which fields each type of client can see
A full audit log for compliance reviews

Accounts payable vendor portal

Suppliers check what you owe them and when it will be paid, and send their documents to you, so your finance team isn't answering payment-status emails.

Zoho Books
Zoho CRM
Zoho WorkDrive
Zoho Desk

What clients do

See their bills and the status of each payment
Upload invoices, tax forms and bank details
Keep their company details up to date
Raise a query about a payment as a ticket

What your team gets

Fewer 'when will we be paid?' emails
Supplier documents stored in one folder each
Detail changes land on the supplier's CRM record
Each supplier sees only their own bills

Procurement and purchase approvals

Requesters submit purchase requests and suppliers send quotes through one portal, with every request and its status visible to the people involved.

Zoho CRM
Zoho Forms
Zoho WorkDrive
Zoho Sign

What clients do

Submit a purchase request with the details you ask for
See where each request stands
Upload quotes and supporting documents
Sign purchase agreements

What your team gets

Requests become records in Zoho CRM
Quotes stored against the request they belong to
Each requester sees only their own requests
A record of every change for audit

Loan servicing and hardship requests

Borrowers see their loan, request help when they need it and upload the evidence you ask for, without long phone queues.

Zoho CRM
Zoho Desk
Zoho WorkDrive
Zoho Books

What clients do

See their loan details and payment history
Apply for a hardship arrangement
Upload the evidence that supports their request
Follow their request and reply to questions

What your team gets

Hardship requests arrive complete, as tickets
Evidence stored with the borrower's record
Choose what each borrower can see about their loan
Every step recorded in the audit log

Small business loan applications

Small business owners apply, upload their documents and follow their application online, and your team works from complete files.

Zoho Forms
Zoho CRM
Zoho WorkDrive
Zoho Sign

What clients do

Fill in the application in the portal
Upload accounts, bank statements and ID
See where their application stands
Sign the loan agreement when it's approved

What your team gets

Applications become CRM records
Documents stored against each application
Applicants see only their own applications
Agreements signed without paper

Other industries

See it for your own clients

Book a demo and we'll build a portal page on your own Zoho data while you watch, or start a 7-day free trial with no credit card.

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