Client upload checklists that stay in sync
Create per-client, per-period intake lists (bank statements, invoices, receipts). Clients see whats missing, staff see whats received, and reminders are tied to the checklist status.
Built for Japan SMB accounting firms
portalsgo.click helps you share and collect files safely, keep a clear evidence trail, and support bilingual (Japanese-English) client communication.
Designed to help you improve client trust without adding friction during busy season.
2FA-ready
Client sign-in protection
Audit trail
Download and share logs
JP/EN
Bilingual workflows
Workflow-first portal design
From intake to e-Tax-ready files, each step is structured to reduce follow-ups while keeping approvals, evidence, and changes easy to audit.
Create per-client, per-period intake lists (bank statements, invoices, receipts). Clients see whats missing, staff see whats received, and reminders are tied to the checklist status.
Suggest document types and tax-relevant fields so staff can review quickly. Rules can match your firms preferred naming and evidence handling.
Tag uploads as invoice, receipt, contract, or proof of payment. Capture what matters for review and keep supporting evidence attached to the right transaction.
Every upload, view, download, and approval is recorded with timestamps and user identity. Export logs when needed, and keep a clear chain of custody for sensitive tax documents.
Concrete controls and clear scope
We focus on reducing account takeovers and document leakage while keeping the workflow simple for Japanese SME accounting firms.
Two-factor sign-in for client portal access
Account login requires a second factor, reducing credential-stuffing and password reuse risk.
Encryption in transit and at rest
Documents and metadata are protected during upload/download and while stored.
Audit logs for key actions
Track sign-ins, uploads, downloads, and sharing changes for accountability and incident review.
Role-based access and least-privilege sharing
Firm admins control who can view specific clients and document categories.
Automated document categorization with review checkpoints
Rules-based categorization helps keep consumption-tax handling consistent, with firm approval before export or filing steps.
Integrations and workflow scope
portalsgo.click helps accounting firms collect and organize client uploads, then hand off cleanly into your existing filing and review process. We support preparation steps for e-Tax without claiming any official affiliation or endorsement.
Note: “e-Tax” refers to Japan’s National Tax Agency electronic filing system. portalsgo.click is an independent service.
Transparent pricing for accounting firms
All tiers include two-factor login, bilingual (Japanese-English) interface labels, and consumption-tax-aware document categories. Choose a plan based on monthly client volume and storage needs.
For small teams starting with secure uploads.
¥12,000 / month
Per firm, billed monthly. Taxes not included.
For growing firms with recurring tax seasons.
¥24,000 / month
Priority onboarding included.
For high volume, custom retention, and SSO needs.
Custom
Volume-based pricing and annual options.
| Capability | Essentials | Professional | Enterprise |
|---|---|---|---|
| Two-factor login | Included | Included | Included |
| Bilingual UI labels (JP/EN) | Included | Included | Included |
| Audit log export | Basic | Full | Full + extended retention |
| e-Tax workflow assistance | Guides | Assisted setup | Dedicated |
Demo request
Tell us about your firm and the integrations you care about. We will reply within 1 business day with demo times and a short checklist in English or Japanese(English and Japanese support).
Resources
Short, field-tested articles for accounting firms in Japan: security rollout, bilingual workflows, and cleaner document intake for faster filings.
A rollout checklist for 2FA, user onboarding, and permission design that keeps partner reviews simple while upgrading security and trust.
Message templates, file naming patterns, and review steps that keep both Japanese and English clients aligned.
Read
How to define upload categories and validation rules so receipts, invoices, and statements land in the right place the first time.
Read