The LedgerTitan Client Portal: Invoices, Payment Methods, and Low-Friction Access

Most clients are not accountants. They want to know what they owe, pay it quickly, and move on. Scattered PDFs and reply-all threads fail that test:

• No single source of truth — "Which invoice is still open?" requires searching email
• Payment friction — re-entering card details on every invoice
• No self-service — every wire instruction or receipt request lands on your staff

A client portal reverses the burden. You still send work from LedgerTitan; clients interact in a simplified, branded workspace scoped to their relationship with your firm.

LedgerTitan keeps client onboarding lightweight:

1. Sign in to pay — clients authenticate to view and pay invoices. That login creates their portal account; there is no separate lengthy registration flow beyond authentication.
2. Organization context — if a client works with multiple entities under your subscription, they pick the organization from the workspace menu—each with the firm's branding when configured.
3. Dashboard at a glance — open invoice count, estimated amount due, and saved payment methods appear on the home view with shortcuts to Invoices and Payment Methods.

Clients do not need QuickBooks, practice software, or training on your firm's internal workflow. The portal shows only what they need.

The Invoices page is where clients spend most of their time:

• Filter and search — find invoices by status, project, date range, or text search
• Pay with a saved card — when your firm enables Stripe Connect card payments (Gold+), clients select a saved payment method and pay open invoices in a few clicks
• Wire / bank transfer — if enabled, clients see your firm's wire or ACH instructions on the invoice—custom copy from your organization settings, or a default prompt to contact your firm
• Invoice PDF — clients can download invoice PDFs from the portal (LedgerTitan native PDF, or QuickBooks PDF when the invoice is synced)
• Payment status sync — when your firm records payment in QuickBooks, clients can refresh status from the portal so paid invoices reflect reality

Invoice amounts and statuses come from your firm's workflow—and optional QBO sync—not a separate client-side ledger clients must maintain.

Repeat clients should not re-type card numbers every month. The Payment Methods page lets them:

• Add a card through Stripe's secure card element (SetupIntent flow—card data goes to Stripe, not your firm's servers)
• View saved cards — brand and last four digits, with a default card marked
• Remove cards they no longer use
• Manage profiles — clients linked to multiple billing profiles under an organization can manage methods per profile

When card payments are disabled for an organization, the Payment Methods menu is hidden—clients still see invoices and documents, but payment stays offline per your firm's settings.

This is your firm's Stripe Connect account (Express) per organization, separate from what you pay LedgerTitan for your subscription.

• Documents — when document signing is enabled for your deployment, clients access shared delivery documents from the portal
• Support — clients can reach your firm's support channel from the portal when configured
• Branding (Gold+) — logo, colors, and display name per organization so the portal feels like your practice, not a generic vendor login

Bronze and Silver firms still offer the portal for invoices; custom branding and Stripe card collection unlock at Gold.

Clients experience simplicity because firms do the setup once per organization:

For multi-organization firms, each entity can have its own Stripe account, QBO company, and portal skin—clients switch organizations from the menu without a second login.

Read How LedgerTitan handles multi-organization firms for the firm-side architecture.

Collections improve when paying your firm is easier than ignoring the invoice. The LedgerTitan client portal concentrates invoices, payment methods, and documents in one low-friction experience—while your team keeps running delivery in the full practice workspace.

Firms on Gold+ can turn on card payments and custom branding; every tier can give clients a signed-in invoice and document hub instead of inbox archaeology.