SuiteDash for accountants and bookkeepers
Document requests, engagement letters, recurring invoices and secure file exchange, ready for tax season.
Sound familiar?
- Tax season means hundreds of emails asking for the same documents.
- Engagement letters go out as attachments and come back unsigned.
- Monthly clients are invoiced by hand, every month.
Five workflows we would build for your firm
Document requests
File requests in the portal with automatic reminders until everything is uploaded.
Engagement letters
Engagement letters sent and e-signed in the portal before work starts.
Recurring invoices
Monthly bookkeeping and advisory fees invoiced automatically as subscriptions.
Tax-season reminders
Scheduled campaigns that tell each client what you need and by when.
Secure file exchange
Returns and statements shared in the portal instead of email attachments.
What your clients would see
A sample portal for a made-up accounting firm. Click the sidebar to look around.
Welcome, Claire!
- Rivera Design Studio2025 tax return60% completedWorking
- Oakline CafeMonthly bookkeeping, October0% completedPending
- Rivera Design StudioPayroll setup25% completedPending
- Summit PhysioQ3 advisory review100% completedCompleted
- $450.00 USD · Rivera Design StudioINV-1042Open balance: $450.00OpenDueNov 15
- $320.00 USD · Oakline CafeINV-1038Open balance: $320.00OpenDueNov 1
- $1,200.00 USD · Summit PhysioINV-1029Open balance: $1,200.00OverdueDueOct 12
All Requests
- Q3 bank statements uploadedRivera Design Studio20 min ago
- Engagement letter signedOakline Cafe2 h ago
- New inquiry form: tax planningOrtega BuildersYesterday
- SRSofia RiveraOwner · Rivera Design StudioMonthly client
- BOBen OkaforOwner · Oakline CafeMonthly client
- HIDr. Hana ItoDirector · Summit PhysioAdvisory
- LOLuis OrtegaOwner · Ortega BuildersNew lead
- 2025 tax returnRivera Design Studio · due Apr 15Working3 of 5 (60%)
- Monthly bookkeeping, OctoberOakline Cafe · due Nov 10Pending0 of 4 (0%)
- Payroll setupRivera Design Studio · due Nov 20Pending1 of 4 (25%)
- Q3 advisory reviewSummit Physio · due Oct 25Completed3 of 3 (100%)
- Monthly bookkeeping, SeptemberOakline Cafe · due Oct 10Completed4 of 4 (100%)
- INV-1042$450.00 (USD) · one time · Rivera Design StudioOpen
- INV-1038$320.00 (USD) · one time · Oakline CafeOpen
- INV-1029$1,200.00 (USD) · one time · Summit PhysioOverdue since Oct 12
- INV-1031$450.00 (USD) · one time · Rivera Design StudioPaid
- My Files
- Staff Files
- Company Files
- Contact Files
- Engagements
- File Requests
- Documents
- SRSofia RiveraNewReceipts for OctoberUploaded the last receipts to the Files tab. Let me know if anything is missing.Today
- BOBen OkaforPayroll questionWe have two new starters from December, what do you need from us?Oct 30
- HIDr. Hana ItoRe: Q3 reviewThanks for walking us through it. Happy with the plan.Oct 26
Automations
- Engagement letter signedCreate engagement, send document requestsOn
- Document request overdueSend reminder every 3 daysOn
- Monthly subscriptionInvoice bookkeeping clients on the 1stOn
- Tax seasonEmail checklist to all tax clients in JanuaryOff
Welcome, Sofia!
Upload documents, sign letters and pay invoices securely.
- Due Apr 152025 tax return60% completedWorking
- Due Nov 20Payroll setup25% completedPending
Showing 2 results
- $450.00 USDINV-1042OpenDueNov 15
- $450.00 USDINV-1031PaidDueOct 15
Showing 2 results
My engagements
- 2025 tax returnDue Apr 15Working3 of 5 (60%)
- Payroll setupDue Nov 20Pending1 of 4 (25%)
Billing
- INV-1042$450.00 (USD) · due Nov 15Open
- INV-1031$450.00 (USD) · due Oct 15Paid
- My Files
- Shared with Rivera Design Studio
- File Requests
- Documents
Messages with Harbor & Pine
Claire MorganThanks, we have what we need for now. We’ll update you here as soon as there’s news.
Sofia RiveraUploaded the last receipts to the Files tab. Let me know if anything is missing.
A sample portal for a made-up accounting firm, laid out like a real SuiteDash build. Switch between the owner’s dashboard and the client’s portal, and click the sidebar to look around.
Accountants & bookkeepers: common questions
How do I collect client documents without chasing?
Use file requests with deadlines and automatic reminders. Clients see exactly what is missing in the portal, and reminders keep going until it is uploaded, so your team only steps in for the last few.
Is a portal better than email for client documents?
For sensitive files, yes. Documents stay in one place tied to the client record instead of scattered across inboxes, and access is controlled by login. It also gives you one history of what was sent and when.
Can SuiteDash request documents from clients?
Yes. We set up file requests in the portal with clear descriptions and deadlines, plus automatic reminders until each file is uploaded. Clients see a simple list of what is missing, and your team can see who is still outstanding at a glance.
Can clients sign engagement letters in SuiteDash?
Yes. SuiteDash has documents and e-signing, so engagement letters can be sent, signed and stored in the portal. We can make signing part of onboarding, so no work starts until the letter is signed.
Can SuiteDash connect to QuickBooks or Xero?
Yes, through an integration or an automation platform, depending on your setup. We decide which system owns invoices first, then connect and test with dummy records so your bookkeeping stays consistent and nothing is invoiced twice.
Can bookkeepers use SuiteDash too?
Yes. The same setup works well for bookkeeping practices: monthly subscriptions, recurring document requests, month-end task templates and a portal where clients see reports and messages. We adjust the workflows to how your practice runs.
SuiteDash services behind every industry setup
Also set up for: medical & radiology practices, agencies, coaches & consultants, law firms, it & msps, wellness practices.
Let’s get your firm ready for tax season
30 minutes. No obligation. You’ll leave with a plan.