The client portal for accountants
One workspace to request files, collect signatures, message clients, and track every engagement — so nothing falls through the cracks.
14 days free · No credit card · Cancel anytime
Here’s what needs your attention today.
Features
Not a generic project tool. A purpose-built workspace for client-facing accounting work.
Send a checklist. Clients see exactly what to upload. Automated reminders handle the follow-up — so you stop sending the same email four times.
Track submissions, set deadlines, and see who’s behind at a glance.
0 of 4 documents submitted
James Kim
2 min ago
Got your T4s — starting the return today. I'll send it for signature by Friday.
Sarah J.
Just now
Sounds good! Let me know if you need anything else.
A clean inbox per client. No more digging through email threads or Slack DMs. Context stays with the client file, not lost in your inbox.
Read receipts, file attachments, and a history that never gets lost.
See every deadline, pending signature, and unread message across all clients. One dashboard. No spreadsheets. No guessing.
Assign work to staff. Track engagement stages from questionnaire to filed.
How it works
Send a branded invite. Clients create an account in under 2 minutes.
Build checklists. Clients see exactly what to submit. Reminders are automatic.
Review files, message clients, collect signatures, and track every stage.
We cut our email back-and-forth by 80%. Clients actually submit documents on time now. It made us look a lot more professional.
Why Cram
Generic CRMs and bookkeeping tools weren’t designed for the accountant-client workflow. Cram is.
| Feature | Cram Client portal | HoneyBook CRM | TaxDome Practice mgmt | Karbon Workflow | Canopy Practice mgmt | Assembly Workflow |
|---|---|---|---|---|---|---|
| Branded client portal | — | — | — | |||
| Secure document collection | — | — | ||||
| E-signature (T183, forms) | — | — | — | |||
| Engagement pipeline tracking | — | — | — | |||
| Client messaging (in-portal) | — | — | — | |||
| Automated reminders | ||||||
| SIN / BN secure collection | — | — | — | — | — | |
| CRA authorization workflow | — | — | — | — | — | |
| Invoicing & payment tracking | — | — | ||||
| Email notification system | ||||||
| Tax-year based organization | — | — | — | — | ||
| Built for Canadian accountants | — | — | — | — | — |
Comparison based on publicly available feature sets as of 2025. Features may vary by plan.
Security
Your clients trust you with their most sensitive information. We built Cram to protect it.