# Accounting Client Portal for Firms | Meridian

Meridian’s client portal is where your firm gathers the files, answers, and approvals that accounting work depends on. When a close is waiting on a file, answer, or approval, your team can send a focused request and it comes back tied to the exact work it belongs to.

Canonical URL: https://meridian.pilot.com/accounting-client-portal

## On this page

- Built for the part of the close that depends on the client
- Your firm decides who sees what
- One workflow, from close to client and back

## Frequently asked questions

### What is Meridian's client-facing portal?

It is the collaboration surface where a firm gathers the files, explanations, and approvals required to complete accounting work. Requests are tied to clients and workflows rather than scattered across email and spreadsheets. The firm retains the client relationship and reviews the accounting result.

### What files, answers, and approvals can Meridian gather from clients?

Examples include bank and card statements, payroll or processor reports, invoices, receipts, contracts, transaction explanations, entity details, categorization answers, and workflow approvals. The exact request can be customized by client and period. Sensitive or unsupported document types should be tested during onboarding.

### How does Meridian request the specific information needed for an accounting workflow?

The checklist or agent identifies a missing input or ambiguity and generates a bounded request that explains what is needed and which period or transaction it affects. Firms can review or customize wording and thresholds. A focused request is easier for the client to answer and easier for Meridian to connect back to the work.

### How are client responses connected to the accounting work that required them?

Each response is associated with the relevant request, client, period, transaction, or checklist dependency. Meridian can use it to complete or revise the work, and the reviewer can see the evidence behind the treatment. Durable facts can be captured in client context so the firm does not ask the same question again unnecessarily.

### How does Meridian track outstanding client requests?

Requests have status and remain associated with the relevant client, close, or task. The firm dashboard can surface work awaiting documents or client response, helping teams distinguish an external blocker from production work still in progress. Resolved responses remain part of the relationship and accounting history.

### What does the client see when using the Meridian portal?

The client sees the firm-branded requests, files, questions, and delivered reporting relevant to their relationship and permissions—not the firm’s internal portfolio or other clients. They can provide information without learning the internal close workflow. Firms should review the exact branded experience and available reports during a demo.

### How does Meridian handle multiple client users and different permission levels?

Meridian can maintain client contacts and access to the portal, with role-based separation from internal firm users. Requirements such as entity-specific access, approvers, executives, and external advisors should be captured in a permission matrix and tested. Do not assume that every complex document-room permission model is available without confirmation.

### Can Meridian replace an existing client portal or document-request tool?

It can replace tools used primarily to collect accounting inputs and connect them to Meridian’s work. A firm may retain a broader document-management, signature, billing, CRM, or tax-organizer portal if those capabilities are outside the rollout. Evaluate client experience, permissions, retention, branding, and integrations before consolidating.