For Accountants

Bank data, every client, one dashboard.

Stop chasing PDF bank statements. Send your clients a portal link, let them connect their own bank via regulated open banking, and watch every transaction roll up into your unified dashboard. Built for accountants who want their tax season back.

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🏢Acme Co · Banks3

Chase Operating$12,450

Wells Payroll$8,200

Amex Card$1,840

The accountant's bank-data problem

Three things you've been doing for years that nobody should have to do anymore.

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Tax season triage

February to April you become a full-time PDF chaser. 40 clients, 12 statements each, all in different formats. Half are scanned. Half are the wrong year. You re-key half of them by hand.

🧹

Year-end clean-up

A client emails their year of bank statements in December. You spend three days cleaning, categorizing, reconciling, and importing. If they send the wrong account, you start over.

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Audit trail panic

A client gets audited. You need to prove which transactions came from where, on what date, with what categorization. Your "audit trail" is a folder of PDFs and an Excel file.

The Portals workflow for an accounting engagement

What it looks like from signing a new client to closing the engagement.

Engagement letter

When you sign a new client, create a portal. Pick an emoji, type their email, hit send. They have a branded invite in 30 seconds.

Client onboards themselves

They click the link, sign in with their email, and authorize their bank via Plaid/CDR/PSD2. You're not in the credential loop. They control consent.

Continuous sync

Bank data syncs into the portal on a schedule (as often as every 15 minutes). It rolls up into your unified dashboard tagged with the client's portal.

Quarterly / year-end

Run feeds straight into Google Sheets, Excel, Notion, or Airtable. Or query everything via the API for your reconciliation tooling. No more PDF triage.

Engagement ends

Delete the portal. 30-day soft-delete window, then full cascade — provider tokens revoked, data purged, audit trail preserved. Clean exit.

Why accountants pick BankSync

The features that actually matter when you're running a practice.

One portal per client

Each engagement gets its own isolated workspace. Your client connects their own bank — your firm never touches their credentials. Cleanest possible boundary.

Family-wide quota

Your Professional or Enterprise plan covers every portal you create. No per-seat charge, no per-client invoice. Set per-portal caps if you want belt-and-braces control.

Categorized data, not PDFs

Transactions arrive with merchant, category, balance, account name, and date — structured rows you can pipe straight into Xero, QBO, or your working papers spreadsheet.

Regulated, region-aware

CDR in Australia (via Fiskil, ADRBNK000246), Plaid in the US/Canada, OBIE in the UK, PSD2 across the EU. Real consent flows your clients can audit and revoke.

Document Extractor for receipts

Pair Portals with Document Extractor. Your client forwards receipts to their portal's inbox; AI extracts every field; the row lands in your working papers next to the matching transaction.

AI bookkeeping workflows

Claude or ChatGPT can query every portal with one API key. "List uncategorized transactions over $500 across all my BAS clients this quarter" — done.

Want the full Client Portals tour?

Every permission toggle, every isolation guarantee, the family-quota model, the developer API. The complete walkthrough.

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Accountant FAQs

How is BankSync different from Xero, QuickBooks, or other accounting software?

Xero and QuickBooks are accounting ledgers — they want you to do your full books inside their platform. BankSync is bank-data infrastructure: we pipe regulated open-banking data into wherever your books actually live. Most accounting firms use BankSync to feed working papers, Notion CRMs, custom Sheets dashboards, or Airtable workflows — without replacing their ledger. Client Portals are the same idea applied at scale.

Can I use BankSync alongside my existing practice management software?

Yes — that's the typical pattern. Use Karbon, Ignition, or Practice Ignition for client comms and engagement letters. Use Xero or QBO as your ledger. Use BankSync to fill the gap between "client signs engagement letter" and "transactions are categorized and reconciled" — without manual statement collection.

My client uses CommBank / Chase / Lloyds. Will Portals work?

Yes. BankSync covers 10,000+ institutions: every CDR-accredited bank in Australia (Big 4, Macquarie, ING, Up, Bankwest, neobanks, mutuals), 11,000+ US institutions via Plaid, RBC/TD/Scotia/BMO/CIBC/National plus credit unions in Canada via Plaid + Flinks, CMA9 + neobanks in the UK, and 2,000+ banks across 17 EEA countries via PSD2.

How do I prove to a client that BankSync is secure?

A few things to point at: (a) we never see or store banking credentials — clients authorize via their bank's own consent screen; (b) in Australia we operate as a CDR Representative under Fiskil, an ACCC-accredited Data Recipient (ADRBNK000246); (c) in other regions we route through licensed open-banking providers (Plaid, TrueLayer, Tink); (d) data is encrypted in transit and at rest; (e) clients can revoke consent any time from their bank app. Send them to /security for the full breakdown.

What does it cost to add another client?

Nothing extra — your plan covers all portals. Your bank quota pools across the family. A 15-bank Professional plan supports about 10 typical small-business clients (each with 1–2 accounts). Enterprise plans go higher. Talk to us if you need to support 50+ clients.

Can my staff (associates / managers / partners) see all portals?

Yes. Anyone with admin or owner role on your parent workspace has implicit owner-level access to every portal — no per-portal invitations needed. Junior staff with editor role on the parent get scoped read access to portals you grant. Portal members (clients you invited) only ever see their own portal.

What happens if I lose a client?

You delete their portal. BankSync revokes the open-banking tokens immediately, soft-deletes the portal data, and runs a full purge after 30 days. The client's historical data is yours to keep in any sheet/Notion/Airtable you exported to — bank-data infrastructure is one-way out by design. If they later want their portal back, that's a new portal.

How does BankSync handle multi-entity clients (group companies, trusts, holdcos)?

Two approaches. (a) One portal per entity — clean isolation, separate consent per entity, ideal for clients with truly distinct legal structures. (b) One portal per client group, multiple bank connections inside — fewer portals to manage when the entities share a controlling person. Both are supported; you can mix them.

Is there an audit trail?

Yes. Every portal records member changes, bank connections, consent grants, and capability toggle changes. Family-scoped reads require admin+ on the parent workspace, so junior-staff actions are attributable. Provider-side audit (Plaid, CDR, etc.) lives at the bank and is separately auditable by your client.

Get your tax season back

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