A self-service payment portal for your customers
Give customers a secure link to view invoices, pay, promise a payment date, or raise a dispute — no login required. The Prime Accountax customer portal speeds up collections for QuickBooks Online and Xero.
The faster a customer can act, the faster you get paid. Prime Accountax gives every customer a secure, no-login link to handle their invoice in seconds — and keeps every action on the record.
No login, no friction
Customers open a secure tokenized link straight from a reminder email — no accounts, no passwords, no barriers to paying.
Pay or promise a date
Customers can pay immediately or set a promise-to-pay date, which your team sees and can follow up on automatically.
Raise disputes early
If something's wrong, customers flag it in the portal — so disputes surface early instead of becoming silent non-payment.
Everything on the record
Every portal action is logged against the invoice, giving your team a clean, auditable history of the conversation.
- ✓Secure, no-login tokenized access
- ✓View invoice details and balance
- ✓Promise-to-pay date capture
- ✓Dispute submission
- ✓Linked from every reminder email
- ✓Full audit trail per invoice
Frequently asked questions
Do customers need an account to use the portal?+
No. The Prime Accountax customer portal uses a secure tokenized link, so customers can view and act on their invoice without creating an account or logging in.
What can customers do in the portal?+
They can view the invoice, pay, set a promise-to-pay date, or raise a dispute — and every action is recorded against the invoice for your team.
Does it work with QuickBooks and Xero?+
Yes. The portal works on top of invoices synced from QuickBooks Online and Xero.
Ready to get paid faster?
Connect QuickBooks Online or Xero and start automating collections in minutes.