Give Your Clients Their Own QuickBooks Portal
Stop emailing statements. Let clients view invoices, payment history, and pay online — without giving them access to your QuickBooks.
Be first to know when we launch. Early access for waitlist members.
24/7
Client self-service
-80%
“Where's my invoice?” calls
$29
Per month
“I'm Not Sure Why QuickBooks Hasn't Added This Feature”
— QuickBooks Community (100+ upvotes)
QuickBooks has no native customer portal
Clients email asking for copies of invoices
Method CRM costs $44+/user and is total overkill
ClientSpot: A Simple Portal That Just Works
Clients see their invoices and payment history
They can pay online — synced to QuickBooks
Your branding, your domain — looks like your business
Everything Your Clients Need
A professional portal that makes you look good and saves you time.
Invoice History
Clients see every invoice ever sent, with status and payment date.
Online Payments
Accept credit cards and ACH. Payments sync to QuickBooks automatically.
Statement Downloads
Clients can download statements and receipts anytime.
Your Branding
Add your logo, colors, and custom domain. Looks like your own app.
Secure Access
Each client gets a unique login. No access to your QuickBooks.
Real-Time Sync
Invoices and payments sync with QuickBooks in real-time.
Simple Pricing
Flat monthly fee. No per-user charges. No transaction fees.
Starter
Up to 50 clients
- 50 client portals
- Invoice & payment history
- Online payments
- Your branding
Pro
Unlimited clients
- Unlimited client portals
- Everything in Starter
- Custom domain
- Priority support
Join the waitlist to get early access
Stop Emailing Invoices. Give Clients Self-Service.
Join service businesses that reduce support calls by 80%. Get notified when ClientSpot launches.