T
Thesis
The Client Portal · Branded · Live

A portal your clients
actually open.

Branded to your firm, live financials from QBO, data requests they can't lose in email, and gentle upsell prompts when they're already engaged. Your front door, not ours.

Your logo, your colorLive QBO numbersDrag-drop data requestsUpsell when they're hot
Start 14-day free trial See how it works

No credit card required · SOC 2 controls in place · Cancel any time

Amelia Tran reviewing her firm's client portal
Logged in
Amelia Tran
Founder · Riverside Café
Trusted by forward-thinking accounting firms
A portal that earns its keep

Engagement that turns into expansion.

84%
of clients log in monthly
3.2 days
avg data-request turnaround
1 in 4
click-to-upgrade rate
0
client passwords for your team
Your brand, front-and-center

Your firm's portal,
not ours.

Custom domain (portal.yourfirm.cpa), your logo, your color palette, your tone. The Thesis name shows up exactly nowhere. To your clients, this is software you built.

  • Custom domain on every plan — no Thesis subdomain
  • Logo, accent color, typography pack — set once
  • Email-from-domain alignment so login emails don't get flagged
  • Email templates editable per firm — welcome, monthly, reminder
100%
white-label, all plans
0
Thesis branding visible
portal.northwind.cpa
NW
Northwind Advisory
Welcome back, Amelia
March 2026 snapshot
Revenue
$482K
+12% MoM
Margin
38.2%
+1.1pt MoM
Cash
$214K
+$22K MoM
March CFO Review readyNew
Sign March bank recAction
Q2 forecast draftSample
Data requests

No more chasing
attachments in email.

Open data requests live on the portal — your client sees a checklist, drops files in, and the close progresses. Nudges go out automatically. Your team sees what's open without triaging an inbox.

  • Drag-and-drop file upload, no client login complexity
  • Auto-nudges at day 3, day 5, day 7 — your firm's voice
  • Per-client SLA tracking and escalation to the firm partner
  • Documents auto-attach to the right close-step in Thesis
portal.northwind.cpa · data requests
Open requests · 2
Closing March · due Apr 5
March bank statement (Chase ····5512)
Awaiting upload
Drop file or click to upload · 1 item
Receipts > $500 · 4 transactions
Awaiting upload
Drop file or click to upload · 4 items
Confirm contractor 1099 list
Replied
Last nudge: Mar 28 · auto-nudge in 2 days
Upsell prompts

The portal that
closes the upgrade.

When a bookkeeping client logs in, they see a sample CFO Review using their own numbers. One click and they've upgraded — without your team writing a sales email. Soft, useful, on-portal.

  • Sample CFO Review auto-generated from the latest close
  • Soft prompts: never spam — one in-portal banner per cycle
  • Per-client gating: don't pitch advisory to a $200/mo bookkeeping client
  • Conversion tracked: see exactly which write-ups drove which upgrades
portal.northwind.cpa · pinnacle
New from Northwind Advisory
Your March numbers, with a CFO's lens.
We drafted a CFO-style review of your March close — variance commentary, trend analysis, forward-looking recs. Take a look — if it's useful, we can deliver one every month.
$750/mo · Cancel any time · 92% of clients keep it after the first month

“My clients went from emailing me PDFs to logging into a portal. Half the back-and-forth disappeared. The other half turned into upgrade conversations I didn't have to start.”

Photo of Sarah Okafor
Sarah Okafor
Founder · Okafor & Associates
84% monthly portal logins · +$11K/mo upgrades
FAQ

The portal, answered.

No — every record is scoped to the firm + client at the database level. There is no code path that returns another client's data. We test tenant isolation end-to-end on every deploy.
Magic-link by default — they click a link in your firm's email, no password to forget. SSO (Google, Microsoft) is available on the Growth plan. Two-factor optional.
Yes. Per-client gating controls which modules show (financials, data requests, write-ups, services, etc.) and which upsell prompts appear. Default templates by client tier.
Yes — the portal is mobile-first. Most client logins come from a phone after a nudge email. File uploads work directly from camera or files app.

A front door
that wears your name.

Set up your branded portal in 10 minutes. Invite a client. Watch them upload their first document without an email thread.

Start 14-day free trialTalk to sales

14 days free · No credit card · Cancel any time

SOC 2 controls in place · Built in the U.S.