Secure client portal software for managing client relationships.
Pyngyn ClientSpace gives every client a branded, secure portal where they track live milestones, exchange confidential documents, approve deliverables, and review invoices 24/7. Stop email chaos and deliver the best client portal experience your clients deserve.
Plans from ₹999/user/mo · 7-day free trial · Clients join with one click
What your client sees when they log in — branded as your firm, with live statutory progress, PBC document checklist, and one-click approvals.
Why firms switch to dedicated client portal software.
Most firms still run client communication through email. Clients can't see anything without asking, so they ask constantly, and the work waits while you answer.
Clients chase you for updates
Every status request is an email, a call, or a text. You become the bottleneck between your client and their own information, and the work stops while you answer.
Email creates more work, not less
Email threads generate far more back-and-forth than a portal, leave no audit trail, and bury the one document everyone needs under twenty replies.
Clients leave because they feel ignored
Clients rarely leave over the quality of your work. They leave because they feel forgotten between conversations, never sure what is happening or what comes next.
Sensitive documents sent over email
Financial records, legal documents, and signed agreements move through unsecured inboxes, no encryption, no access control, and no record of who saw what.
Everything your practice needs in secure client portal software.
Everything a client needs to feel informed and in control, branded as your firm, secure by default, and effortless to use.
Branded as your firm
White-labeled with your logo, colors, and domain. Clients land in a space that looks like yours, not like a generic tool you bolted on.
Live status, 24/7
Clients see exactly where their engagement stands (current phase, what's done, what's next, and key dates), without emailing anyone.
One isolated space per client
Each client sees only their own engagement. Nothing leaks between clients. Bank-grade encryption and access control on every document.
Secure documents & e-signature
Share, request, and sign documents inside the portal. Version-controlled, with a full audit trail, no more attachments lost in email.
Approvals & sign-off
Clients review deliverables and approve them in the portal. Every decision is logged, so there's never a 'who approved what, when' dispute.
One-click, password-less access
Clients join with a magic link, no password to remember, no login friction, no support tickets. The biggest reason portals fail, solved.
Messaging in context
Client questions and your answers live next to the work they're about, not scattered across inboxes. Everyone sees the same thread.
Invoices & online payment
Clients view invoices and pay inside the portal. Faster cash flow, fewer billing disputes, and no chasing.
You see every engagement across every client, in one dashboard.
While each client sees only their own Client Space, your team gets a portfolio view, realisation, engagement health, and the approvals only you can make, across every client at once.
Live for a client in minutes.
Create the Client Space
Spin up a branded portal for a client in a couple of clicks. Your logo, your colors, your domain.
Invite the client
Send a magic link. They click once and they're in, no password, no setup on their end.
They self-serve
Status, documents, approvals, and invoices are all there, 24/7. The 'any update?' emails stop.
You stay in control
You decide exactly what each client sees. Internal work stays internal; clients see only their own engagement.
One unified workspace for your firm and your clients.
No need to juggle multiple disconnected software subscriptions. Pyngyn ClientSpace combines branded client collaboration with back-office practice management, statutory compliance calendars, team workload visibility, and 4-eye partner review gates in one seamless system.
White-labeled portal, magic links, real-time milestones, and document approvals.
Statutory compliance deadlines, partner review gates, workload capacity, and audit trails.
Direct sync with Tally, Computax, Zoho, QuickBooks, and automated client chase workflows.
A client portal that fits your practice.
Matter status, documents, and sign-off, without the phone tag.
See how →Secure document collection and approvals that beat unsecured email.
See how →Campaign status and approval rounds clients can actually follow.
See how →Briefs, revisions, and sign-off with a versioned record.
See how →Design phase status, drawings, and phase-gate approvals.
See how →What firms tell us about client communication.
Anonymised observations from conversations with partners and client-services leads at services firms. Roles only, no names.
“Every Monday starts with the same five emails: any update on our filing? The answer exists, it just lives in our tracker, not anywhere the client can see.”
“We look less organised than we are. The work is on track, but the client only ever sees silence between our fortnightly calls.”
“Sign-offs are our bottleneck. The engagement letter sits in someone's inbox for a week, and nobody notices until the deadline is already at risk.”
Simple, transparent practice pricing.
Choose the right tier for your firm. Includes automated currency localization, 7-day free trial with no credit card required, and custom firm onboarding.
Pyngyn Professional
Tasks, projects, client spaces, collaboration, knowledge, workflows, client communication.
Pyngyn Business
RecommendedEverything + analytics, advanced permissions, AI, practice-level reporting.
Compare Pyngyn Professional vs Business
Transparent functional capabilities designed specifically for modern professional practices and CA firms.
| Feature / Capability | Professional (₹999/mo) | Business (₹1599/mo) |
|---|---|---|
| Tasks & Projects | ||
Task Lists & Kanban Boards Interactive task execution tables, status columns, priorities, and flexible Kanban views | ||
Project Timelines & Milestones Structured phases, engagement milestones, and deliverable target tracking | ||
Due Dates & Target Tracking Custom due dates, recurring task schedules, and statutory filing target milestones | ||
Spreadsheet Importer (Excel / CSV) 1-Click import of client master records and task lists with column auto-mapping | ||
| Client Spaces & Portal | ||
Branded Client Spaces Dedicated, private portal for each client branded with your firm's name and logo | ||
Frictionless Magic Link Access Clients log in securely via 1-click magic link with zero passwords to remember | ||
Unlimited Client Guest Accounts Invite client directors, accountants, and finance heads at zero additional cost | Unlimited | Unlimited |
PBC Document Request Checklists Structured document intake lists with real-time status (Requested → Uploaded → Approved) | ||
Deliverable & Report Downloads Secure client access to finalized tax computations, reports, and acknowledgments | ||
| Collaboration & Knowledge | ||
Team Collaboration & Discussions Internal comments, query notes, @mentions, and discussions linked directly to tasks | ||
Firm Knowledge Base & SOPs Centralized practice documentation, standard operating procedures, and compliance guidelines | ||
Activity Feeds & Audit History Chronological activity logging across all tasks, client spaces, and deliverables | 90-Day History | Unlimited History |
| Workflows & Client Communication | ||
Practice Workflows & Checklists Standardized workflow templates for routine accounting, tax, and audit procedures | ||
Client Portal Messaging Direct, contextual client communications attached directly to deliverables and requests | ||
| Analytics, Permissions & AI (Business Plan) | ||
Practice Workload Cockpit Live capacity meters displaying practitioner allocations, active filings, and bottlenecks | ||
1-Click Workload Auto-Rebalance Redistribute pending deliverables from overloaded staff or article assistants with one click | ||
4-Eye Partner Review Gates Mandatory verification gate requiring partner or manager sign-off before deliverable dispatch | ||
Granular Role Hierarchy Role-based permissions tailored for Partner, Manager, Senior Associate, and Article Assistant | Standard Roles | Enforced Hierarchy |
Live Effort Tracking & Timers Track actual hours spent vs budgeted fees with persistent companion timers | Basic Tracking | Full Timers & Meters |
AI Project Plan & Workflow Builder Generate end-to-end task breakdowns, milestones, and deliverables automatically | ||
AI Status Reports & Risk Detection Automated synthesis of blocked tasks, pending client approvals, and deadline risks | ||
Practice-Level Executive Dashboards Cross-client visibility into partner capacity, filing completion rates, and team throughput | ||
| Storage, Security & Support | ||
Encrypted Document Vault Storage Bank-grade 256-bit AES encrypted secure client document storage | 25 GB Storage | 100 GB Storage |
Support Channels & Onboarding Direct assistance from practice operations specialists | Email & Help Center | Priority Support |
No Client Surcharges
Unlike generic tools that charge per client invitation, ClientSpace provides unlimited client guest portal access. Your clients never pay.
Built for CA Hierarchy
Native support for Partner • Manager • Senior Associate • Article Assistant roles with strict 4-eye sign-off validation.
Zero Data Lock-in
Export complete task logs, audit working papers, time entries, and compliance registers into formatted Excel and ZIP archives at any time.
Questions about ClientSpace plans?
Specialized client portal software solutions.
Explore deep dives into modern client collaboration, security architectures, and practice-specific portals.
Discover how modern client portal solutions replace email chasing, centralize deliverables, and elevate the client experience.
Learn about AES-256 encryption, passwordless magic links, and audit-ready compliance built for sensitive financial and legal records.
Purpose-built for Chartered Accountants and accounting firms: PBC document collection, GST/ROC compliance calendars, and sign-offs.
Questions about Client Space.
What is client portal software, and why does my firm need it?
Client portal software gives your clients a dedicated, branded workspace to view real-time project milestones, exchange confidential documents, review invoices, and approve deliverables. Instead of chasing email threads, clients can self-serve status updates 24/7.
What is Pyngyn ClientSpace?
Pyngyn ClientSpace is secure client portal software purpose-built for professional services, CA practices, and accounting firms. Each client receives their own private, white-labeled portal with bank-grade encryption and passwordless magic links.
How much does ClientSpace cost?
Pyngyn ClientSpace offers transparent practice tiers starting at ₹999/user/month for Professional and ₹1,599/user/month for Business, with annual billing discounts and regional pricing automatically detected for your country. All plans include client spaces, secure document vaults, approvals, and a 7-day free trial with no credit card required.
Is Pyngyn a secure client portal software solution?
Yes. All client data and documents are protected with AES-256 encryption at rest and TLS 1.3 in transit. ClientSpace includes role-based access control, comprehensive audit logging, and strict data isolation between clients.
Do my clients need to create an account or remember a password?
No. Clients join with a one-click magic link, no password to remember and no login friction. Login frustration is the number-one reason client portals go unused, so we removed it entirely.
Is there a specialized client portal for accounting firms?
Yes. Pyngyn provides tailored workflows for accounting and CA practices, including PBC document collection checklists, statutory deadline tracking, and multi-tier partner review sign-offs.
Can I brand it with my firm's own identity?
Yes. ClientSpace is fully white-labeled with your custom logo, brand colors, and firm domain, presenting a cohesive, premium client experience.
Can I try Pyngyn ClientSpace before committing?
Yes. You can start a 7-day free trial with no credit card required, or book a live 30-minute walkthrough tailored to your practice.
Give every client their own portal, not another email thread.
See Client Space set up on a real engagement in 30 minutes, branded portal, magic-link invite, live status from day one.
30-minute walkthrough · Set up in minutes · No commitment