◆ White-Labeled · Magic Link Auth · Zero Client Training

Your clients will think you've hired a full operations team.

A branded, passwordless client portal where every client interaction is professional, trackable, and under your control. Document requests, engagement status, invoice payment — all in one place. Zero training for your clients.

The ravingOps Client Portal is white-label client portal software for accounting firms — a branded, passwordless platform where clients submit documents, track engagement progress, and view invoices, accessible via magic link with no password required.
Book Your Demo — Founding Member Pricing Available →
Meridian Accounting
Good morning, Van.
Active
3
Engagements
Invoice
1
Awaiting
Upload Q1 Documents
BAS Prep · Due Apr 10
UPLOAD →
Annual Accounts
3 of 7 stages complete
ACTIVE
Summit Tax & Advisory
Welcome back, Priya.
Active
2
Engagements
Status
All Clear
No actions
Review Tax Return Draft
Annual Tax · Awaiting approval
REVIEW →
Quarterly BAS
Under review — 5 of 5
COMPLETE

Your clients never see ravingOps. They see you.

The Business Impact

Clients who are impressed don't shop for other accountants.

Retention

Clients who feel well-managed don't shop around at renewal. The portal makes every engagement feel handled — not chased. Competence is communicated without a single conversation.

Referrals

A practice that looks this professional gets talked about. "My accountant has this portal — it's incredible" is a referral that costs nothing and closes at a higher rate than any cold pitch.

Pricing power

A practice that gives clients this level of infrastructure has permission to charge more. You look like a firm that invested six figures in operations. You didn't — but they can't tell.

What Clients Experience

Five things your clients can do —
without a single email to you.

The ravingOps client portal gives accounting clients five self-service capabilities — document submission, engagement status tracking, document review, invoice access, and activity notifications — all accessible via passwordless magic link without any training.
Engagement Status

No more "where are we at?" emails. The answer is always visible.

Every active engagement is displayed with its current status, outstanding actions, and stage progress — always up to date, always in plain language your clients understand.

SHOWS: Engagement name · Status · Stage progress · Due date · Outstanding actions

My Engagements 3 ACTIVE
Monthly Bookkeeping — March
MONTHLY · DUE APR 5
5 of 8 tasks complete
Active
Q1 BAS Submission
QUARTERLY · DUE APR 10
1 of 5 tasks complete — action needed
Action needed
Annual Accounts & Tax
ANNUAL · DUE JUN 30
3 of 7 stages complete
In review
Document Requests

Click, authenticate, upload, submit. The system notifies your team.

When the engagement system triggers a document request, the client gets a notification. They click, authenticate, upload directly in the portal. No email attachments. No confusion about which version they sent.

REPLACES: Email attachments · WhatsApp files · Shared folders · "Did you get my email?"

Document Request — Q1 BAS
Documents needed by Apr 10
Bank statements — Jan to Mar Needed
Sales invoices Q1 Uploaded ✓
Purchase receipts Q1 Needed
Drop files here or click to upload
PDF · XLS · CSV · JPG · PNG · Max 25MB
Document Review

Client approves. Decision recorded. Engagement moves forward.

Send documents for client sign-off without printing, scanning, or PDF-by-email. Clients review and approve in the portal. The decision is recorded. The engagement advances automatically.

REPLACES: Printed sign-offs · PDF email chains · "Please confirm you've seen this"

Document Review — Annual Accounts Draft
Annual Accounts FY2024 — Draft v2
Prepared by Meridian Accounting · 4 Apr 2025
"Please review pages 4–7 which cover the fixed asset schedule. Once approved, we will proceed to lodgement."
Invoices

Invoice pushes automatically when engagement closes. Client sees it here.

Invoices push from Xero or QuickBooks when engagements close. Clients see them in the portal immediately — with payment status tracked in real time. Payment queries answer themselves.

See how Xero invoice sync works →
My Invoices 1 UNPAID
Monthly Bookkeeping — Feb
INV-0041 · Due Mar 15
$850
Monthly Bookkeeping — Mar
INV-0047 · Due Apr 14
$850 Due
Q4 BAS Preparation
INV-0038 · Paid Jan 22
$320
Notifications

Plain English. Every action that matters to them. Nothing they don't need.

A chronological activity feed shows every engagement event that relates to the client — in language a non-accountant understands. No jargon. No system codes. No guessing what something means.

Notifications 2 UNREAD
Your accountant has requested documents for your Q1 BAS Submission. Bank statements and purchase receipts needed by Apr 10.
Today
A new invoice has been issued for your Monthly Bookkeeping — March. USD 850.00. Due Apr 14.
Today
Your Annual Tax Return draft is ready for your review. Please approve to proceed to lodgement.
Apr 2
Your February Bookkeeping has been completed and invoiced. Thank you for your prompt document submission.
Mar 18
Security

No password to phish. No credential to steal.
More secure than a password.

Client access works via email magic link — every single time. No password is ever created or stored. Clients receive a link in their email, click it, enter a 2FA code, and they're in. The session expires after inactivity. The next visit, same process.

This is not a compromise. For a use case where clients access the portal quarterly — not daily — this is the right security model. There's nothing to phish. Nothing to reuse. Nothing to forget.

Email received
Magic link in inbox
Link clicked
Single-use only
2FA entered
Code via email
Portal open
Full access
Session expires
Re-auth next visit

No password ever created or stored

There is no password database to breach. Nothing to forget, reset, or reuse across other services.

Single-use magic links — can't be replayed

Each link works once and expires after use. Even if intercepted, it cannot be used a second time.

Short-lived sessions — re-authentication each visit

Sessions time out after inactivity. For quarterly portal users, this is security without friction.

White-Label Architecture

Your clients never see ravingOps. They see you.

Upload your logo. Set your colours. Your clients get a portal that looks like it cost you five figures to build. Your brand. Your professionalism. Entirely powered by ravingOps — invisibly.

  • Practice logo and colour scheme throughout
  • Portal URL branded to your firm
  • "Powered by ravingOps" — optional attribution in footer only
ravingOps client portals are fully white-labeled, meaning clients see the accounting firm's logo and branding, not ravingOps. The portal appears to be proprietary software built by the firm.
Meridian
Active Engagements
3 active
Invoice Status
1 awaiting
Outstanding Actions
Upload needed
Summit Tax
Active Engagements
2 active
Invoice Status
All clear
Outstanding Actions
None

SAME SYSTEM. TWO COMPLETELY DIFFERENT BRANDS.

By The Numbers

The portal, in plain terms.

0
Passwords for any client, ever
No password database. No password resets. No "I forgot my login" support tickets. Magic link, every time.
100%
White-labeled — clients see your brand, not ours
Not a subdomain. Not a co-branded experience. Your practice identity throughout, on every screen.
4×
Per year — how often the average client needs the portal
Designed for infrequent access. No training required. No account to remember. Just a link.

⚠️ Founding Member testimonials pending — stats reflect product specification. Customer data will replace these on launch.

Frequently Asked

Questions about
the Client Portal.

More questions?

The demo call covers the full portal walkthrough — including the white-label setup, magic link flow, and what your clients actually see.

Book a Demo →
A white-label client portal for accountants is a client-facing platform that displays the accounting firm's own branding — logo, colours, and domain — while being powered by practice management software in the background. Clients see the firm's brand, not the software provider's. ravingOps provides a fully white-labeled client portal where clients can submit documents, track engagement progress, and view invoices.
Magic link authentication allows clients to access the portal without a password. Clients receive an email with a single-use link. They click the link, enter a 2FA code, and gain access to their portal. The session expires after inactivity. On the next visit, the same process repeats. This eliminates password storage and phishing risk while being simple for clients who access the portal infrequently.
No. The ravingOps client portal requires zero training for clients. The interface is designed for non-technical users who may access the portal only quarterly. Clients click a link in an email, enter a verification code, and see their active engagements, outstanding document requests, and invoices in plain language.
The client portal surfaces real-time data from the Engagements module. When your team updates an engagement stage, the client's portal view updates automatically. When a document request is triggered, the client receives a notification and the upload zone appears in their portal. When an invoice is pushed from Xero or QuickBooks, it appears in the client's invoice list immediately.
Clients can view invoices and their payment status through the portal. Invoice payment processing is handled through your connected Xero or QuickBooks account. Payment method details and any direct payment links are configured via your accounting software integration. Confirm payment gateway availability on the demo call.
No. The ravingOps Client Portal is included for unlimited clients at no additional cost. The per-firm pricing model covers all clients in your practice — there is no per-client fee and no limit on the number of portals you can provision.
The Final Word

Your clients deserve better
than an email chain.

Give them a portal that reflects the quality of your work.

Book Your Demo → Founding Member pricing: USD 1,500 year 1 · 500 firms only