Stop running your practice from your inbox.

You already have a system. It’s just email.

A client emails a PDF with no period on it. You reply, asking for the bank statement. They reply two days later, with the wrong year. Meanwhile three other clients are doing the same thing, and your “to file” folder has become a second job.

None of this is a discipline problem. Email is a conversation tool. It was never a place to run a close.

What Harbor is

Harbor is a client portal for solo accountants and small firms. You send a client a request. They upload what you asked for, from a single page. You see what’s in, what’s late, and what’s blocking the file — without opening your inbox to find out.

• Requests, not reminders you have to write. Each request has a due date and a clear list of what’s needed. Harbor sends the follow-ups, from a calm, professional thread, not from your personal email at 9pm.
• A page your clients will actually open. One link, a short list, an upload button. If they can open an email, they can finish a request.
• A close view for you. Every client, every outstanding item, in one list. You start the morning knowing what’s still missing, and you close a file when the list is empty.
• Your name, not ours. The portal carries your practice’s name. Clients should feel they’re dealing with you, because they are.

How it works

1. Invite a client. Send a link. They land on a page with your name on it, and nothing they have to learn.
2. Request what you need. A checklist for the period, with a due date. Add or remove items as the work changes.
3. Close the file when the list is empty. What’s in is in. What’s late is visible. The follow-ups already went out.

Who this is for

Solo practitioners and firms of up to about twelve, who do recurring work for clients — monthly bookkeeping, tax, year-end — and are tired of chasing documents by hand.

It is not for enterprise firms that need a full practice-management suite, or teams that already have a portal their clients use happily. Harbor does one job: getting the right documents in, on time, without the inbox.

Questions we hear before a trial

“My clients won’t use another tool.”

That’s the real objection, so we’ll be direct. Harbor is one page, reached from a link in an email that looks like it came from you. There is no dashboard for them to learn. If a client can attach a file today, they can finish a Harbor request.

“I already use Drive or Dropbox.”

Folders store files. They don’t tell you what’s missing, they don’t due-date a request, and they don’t follow up. Harbor can live beside the folder you already have; it doesn’t ask you to abandon it.

“I’m too small for a portal.”

Harbor is built for practices that don’t have an operations manager. You can be in a trial with one client this week. If it isn’t simpler than email, you shouldn’t keep it.