Linkly-Reports

Linkly-Reports Client Portal: A Faster, Smarter, More Secure Way to Deliver Monthly Reports to Your Clients

If you’re a bookkeeper managing 10, 20, or even 50+ clients, you probably know the drill: every month, you download financial reports, create PDFs, upload them to Google Drive, and then manually send out a bunch of links.

It’s not just repetitive — it’s inefficient, error-prone, and gives you zero visibility into whether your clients are even opening what you send.

That’s exactly why I built a faster, more secure, and professional solution.

Imagine This Instead: - You upload your monthly PDF reports to your Google Drive (as usual). - Inside our system, you paste that Drive URL into each client’s private portal. - Each portal is secured with a client-specific passcode. - You send the client one branded link — their personal portal — and that’s it.

Your clients get all their reports in one secure place, and you save hours every month.

What Makes It Different?

This isn’t bulky software that replaces Google Drive — it works with it.

✅ Secure, passcode-protected client portals
✅ You stay in control of your files and Drive
✅ Each client gets one simple link — no login needed
✅ Professional presentation that elevates your brand
✅ Optional analytics dashboard (Looker Studio) to track views and support client decision-making

Why It’s Reliable and Time-Saving

Upload once, share once — no more back-and-forth emails
Clients always access the latest reports in the same place
Eliminate errors and send confidently
Built for speed: just paste, assign, and go

Who Is This For?

This is built for solo bookkeepers and small bookkeeping firms who: - Share reports every month - Want to reduce admin and manual tasks - Care about client security and professionalism - Want to offer more value through report insights

Here’s a Demo (3 min video) 👇