Stop Emailing P&Ls. Give Every Client a Branded Portal That Justifies Higher Retainers.

Linkly Reports is a client portal solution designed for bookkeepers and small bookkeeping firms to deliver monthly financial reports to their clients. It aims to streamline the reporting process, making it faster, more secure, and more professional than traditional methods like emailing PDFs or sharing individual Google Drive links.

In your own Google Drive. LinklyReports stores only the link to each report, never a copy. You share each file as Restricted with your client's Google account, so you keep full control of who can open it.

Linkly Reports protects every report with two locks. First, each client gets a private portal with its own passcode. Second, each report stays in your Google Drive and is shared as Restricted with your client's Gmail address, so only that account can open the file. Even if a passcode is shared, the files stay locked to the account you chose. Clients don't create a LinklyReports account or password. They enter the passcode, then sign in with Google the way they normally do. You stay in control: you decide who can open each file and can remove access at any time.

Yes. Each report is shared with the Gmail address you choose, and only that account can open it.

Double (formerly Keeper) is a full practice management platform. LinklyReports does one thing: it turns the reports you already keep in Google Drive into a branded, passcode-protected portal for each client, set up in under 5 minutes. Use it on its own or alongside your current tools.

Linkly Reports integrates with existing workflows by allowing bookkeepers to continue uploading their monthly PDF reports to Google Drive as usual. Instead of manually sharing individual links, bookkeepers then paste the Google Drive URLs into each client's private portal within the Linkly-Reports system. Clients receive a single, branded, and passcode-protected link to their personal portal, where all their reports are securely accessible.

LinklyReports helps bookkeepers save time and look more professional. You upload reports to your own Google Drive as usual and give each client one passcode-protected, branded portal, which cuts down on manual sharing and the mistakes that come with it. Clients always know where to find their reports, and your presentation builds trust. A built-in Google review link appears at the bottom of the client's portal 24 hours after you deliver reports, stays for 7 days, then tucks away, so you can collect more reviews without pushy requests. For real estate investor clients, an optional analytics add-on turns their numbers into visual dashboards, helping you stand out as a modern, organized professional.

Add your Google review link in the Google Review Link Setup option in your dashboard. After you deliver a client's reports, LinklyReports waits 24 hours, then shows a review card at the bottom of their portal for 7 days. After that it hides automatically, so the portal stays focused on their reports. The card appears the same way for every client. You're not filtering for happy ones, which Google's policies discourage. You'll need a Google Business Profile to get your review link, and please don't offer discounts or other incentives for reviews.

Clients appreciate Linkly Reports for its simplicity, speed, and security. They get one consistent, secure link to access all their financial reports, eliminating the need to search through emails or folders. Reports are always up-to-date, providing instant access to the latest information. The professional and intuitive interface enhances trust, and the passcode protection ensures their financial data is safe. Additionally, optional analytics dashboards help them better understand their financial trends and make informed decisions.

For real estate investors, Linkly Reports (in conjunction with Data Studio dashboards) helps visualize three key metrics:

1. Net Cash Flow Over Time: Shows what's actually going into pockets each month after expenses, often presented as a bar chart with profit/loss indicators.
2. Expense Breakdown by Category: Tracks where money is being spent (e.g., maintenance, taxes, utilities) to help identify cost spikes, typically shown as a donut or stacked bar chart.
3. Monthly Rental Income Trend: Visualizes income trends to forecast performance, track occupancy, and verify timely rent collection, usually displayed as a line graph.

Yes! The portal and reporting system works for any bookkeeping client. We started with real estate investors, but bookkeepers serving construction companies and service businesses use it too.

Linkly Reports differentiates itself by offering a dedicated client portal that centralizes all reports under a single, secure, and branded link. Unlike emailing PDFs or sharing individual Google Drive links, it eliminates manual back-and-forth, ensures reports are always up-to-date in one place, provides a consistent professional presentation, and offers optional analytics dashboards for deeper insights without replacing a bookkeeper's existing Google Drive setup.

• Solo Bookkeepers: Deliver monthly reports to every client professionally without hiring extra staff or juggling email threads.
• Small Bookkeeping Firms (2–4 staff): Manage up to 100 client portals from one admin dashboard — keeping every client's reports organized and accessible without extra overhead.
• Accounting Firms Offering Bookkeeping Services: Add a clean, professional reporting layer to your existing workflow without switching software or migrating any files.
• Bookkeepers Serving Real Estate Investors: Give investor clients on-demand access to cash flow reports, expense breakdowns, and rental income trends through an optional Data Studio analytics dashboard.

Yes. Each portal displays your bookkeeping business name, so your clients see your business front and center. Portals are hosted by LinklyReports. During your free trial, portals include a small "Made with ❤️ by MBCoder" badge, which is removed on paid plans.

While QBO and Xero are both effective tools for internal financial management and generating various reports like profit and loss statements or balance sheets, neither offers a dedicated, centralized client-facing portal for streamlined, branded, and secure delivery of these reports to multiple clients. Linkly Reports fills this gap by providing a unique service that allows bookkeepers to deliver all client reports—whether sourced from QBO or Xero—via a single, passcode-protected link, ensuring professional presentation and always-up-to-date access. It also offers optional analytics dashboards that visualize key financial metrics for deeper client insights, such as net cash flow or expense breakdowns for real estate investors, thereby enhancing the perceived value and professionalism of the bookkeeper's service beyond basic report generation.

Visit our website blog at blog.linklyreports.com or Request a 14-day trial of Tray.