Bookkeeper Client Portal Template

Run the client side of your bookkeeping practice from one Notion workspace — and own the system outright. The Bookkeeper Client Portal Template is a complete build blueprint (PDF guide) for a Notion system with six linked databases: Clients, a Documents Checklist, Tasks, Invoices, a Recurring Schedule and a Messages Log, plus a live Dashboard that shows whose documents are still out, what is due, who owes money and what repeats next at a glance.

What makes this different: most Notion templates are sold as a single duplicate link — if the seller ever moves or deletes the original, your system is at risk, and you never learn how it works. This guide specifies everything: every property (name and type), every relation and rollup, and the exact formulas to copy — including invoice Total with tax, Balance Due, an automatic Overdue flag that counts the days, and a document State formula that reads In or Waiting off a single checkbox. Build it once in 30–45 minutes with the sequenced checklist, verify it against the included fictional sample data (a bakery and a design studio, documents in and waiting, tasks and invoices whose totals are stated in the guide so you can check your build to the cent), then delete the samples and go live. Each client’s portal is a single shared page of filtered views — the standing document chase stops living in email threads.

Inside the PDF (13 pages): Start Here; the 30-minute build checklist; the Dashboard spec; one chapter per database (properties table, views to create, formulas written out in full); the Sample Data chapter with stated expected totals; weekly + monthly workflows; troubleshooting FAQ. Works on Notion’s free plan. You will need a free Notion account and about 30–45 minutes to build the system — this is a guide that builds the template in your own workspace, not a hosted link. Records and organisation only: the guide specifies databases and fields, nothing more. Planning/organization tool only — not accounting, tax or legal advice.