Clinked
White-label client portal for professional services.
About Clinked
Clinked gives accounting and professional services firms a client-facing portal that displays their own logo, domain, and color scheme instead of Clinked's branding. Day-to-day, that means clients log in to what looks like your firm's own platform to download tax documents, sign off on engagement letters, comment on shared files, and check task deadlines. Firms running 10 to 100 client relationships use it as a central hub that replaces scattered email threads and generic Dropbox folders. The task and project tracking module lets staff assign action items to clients directly inside the portal — useful for tax prep checklists or audit requests where you need a paper trail of who confirmed what and when. Group discussion threads keep client communications searchable rather than buried in inboxes. The integration list is short: Zapier, Google Drive, and Dropbox. There is no native QuickBooks or Xero connection, so Clinked sits beside your accounting software rather than inside it. Firms already running a full project management stack in Karbon or Financial Cents will find significant feature overlap. The branding control is the genuine differentiator; if that does not matter to your practice, the price is hard to justify against free or cheaper alternatives.
Best for
Professional services firms wanting a branded client collaboration portal
Key Features
- White-label client portal with custom branding
- Secure document sharing and collaboration
- Client task management and project tracking
- Group discussions and communication threads
Pros & Cons
Pros
- Full white-label setup: custom domain, logo, and color scheme so clients see your brand at every touchpoint
- Secure document sharing with version control, reducing back-and-forth email attachments for tax and audit files
- Client-facing task lists with due dates and completion tracking, practical for organizer checklists during tax season
- Group discussion threads create a searchable audit trail of client communications inside one portal
- Mobile app lets clients upload documents from their phones, which cuts turnaround time on document requests
- Granular permission settings control which clients or groups see which files and tasks
Cons
- No free tier and no stated trial period on the website; you are committing $95 per month before you know if clients will actually use it
- No native integration with QuickBooks, Xero, or any accounting platform — Zapier is the only bridge, which adds setup friction
- Firms already using Karbon, Financial Cents, or Canopy for client work will duplicate task management and file sharing functionality
- Smaller user community than category leaders like ShareFile or Client Hub means fewer third-party guides and community troubleshooting resources
- White-label configuration requires initial setup time for domain and branding — not ready out of the box on day one
- Entry price of $95 per month covers limited users; costs scale up for larger teams, making it expensive relative to simpler portals
Ledger Brief Take
Built specifically for professional services firms that want client portals carrying their own branding rather than a third-party's logo. The white-label approach differentiates it from generic file-sharing tools, though you'll need to weigh whether the branding control justifies potential overlap with your existing project management and communication stack.
Frequently Asked Questions
Common questions accountants ask about Clinked.
How much does Clinked cost and what does the entry plan include?
Clinked starts at $95 per month. The entry plan covers basic white-label portal features, file sharing, and task management for a limited number of members. There is no published free tier. Contact Clinked directly to confirm current user limits and whether a trial period is available before purchasing.
Does Clinked integrate with QuickBooks or Xero?
No. Clinked has no native integration with QuickBooks, Xero, or any accounting software. You can connect it to other tools via Zapier, but that requires building your own automation. Google Drive and Dropbox are the only direct file integrations listed.
How does Clinked compare to ShareFile for accounting firms?
ShareFile is built specifically for financial and legal document workflows and integrates with more practice management tools. Clinked's primary advantage is deeper white-label branding control at a lower entry price. ShareFile has a larger user base and more accounting-specific compliance features. Choose Clinked if branded client experience is the priority; choose ShareFile if document compliance and integrations matter more.
Is client data stored securely in Clinked?
Clinked uses SSL encryption for data in transit and encryption at rest. The platform is hosted on AWS infrastructure. For firms handling sensitive financial data, verify whether Clinked meets your specific compliance requirements — SOC 2 certification status and data residency options should be confirmed directly with the vendor before onboarding clients.
What size firm is Clinked best suited for?
Clinked fits small to mid-size professional services firms with 10 to 100 active client relationships that want branded portals without building custom software. Sole practitioners will likely find the $95 monthly cost hard to justify. Larger firms with existing Karbon or Canopy subscriptions should audit stack overlap before adding Clinked.
Will clients need to create an account to access the portal?
Yes, clients must create a login to access the Clinked portal. This is standard for secure portals but is worth communicating clearly during onboarding. Clients who resist creating yet another account are a common adoption barrier — plan for a short onboarding walkthrough to reduce drop-off.