Linkly-Reports Client Portal
A Faster, Smarter, More Secure Way to Deliver Monthly Reports
Stop chasing PDFs and Drive links. Give each client their own branded portal—in seconds.
See Plans & PricingTransform Your Reporting Process
The Old Way Is Holding You Back
- Download reports → PDF‑ify → upload to Google Drive
- Copy‑paste links into a dozen emails
- Pray nobody misses a file… or forwards it to the wrong person
It's repetitive, error‑prone, and gives you zero visibility on what actually gets opened.
Imagine This Instead
- Upload your monthly PDFs to Google Drive (just like always)
- Paste each Drive URL into your clients' private portals
- Secure them with a unique passcode
- Send one branded link—and you're done
Your clients log in once, see every report in one spot, and you reclaim hours each month.
What Makes Linkly Different?
Passcode‑Protected Portals
You Keep Control — Works with your Google Drive
One Simple Link — No logins or passwords
Pro‑Level Presentation — Elevates your brand
Optional Analytics Dashboard (Looker Studio)
Why It's Reliable & Time‑Saving
- Upload once, share once — no more back‑and‑forth emails
- Always up‑to‑date — clients see the latest report in the same place
- Eliminate errors — paste, assign, and go
- Built for speed — minutes instead of hours each month
Who Is Linkly For?
Solo bookkeepers and small firms
Send monthly financial reports
Care deeply about client security
Love showing value via insights — not just PDFs
See It in Action
Silent demo walks through Dashboard, Upload & Assign, plus Analytics in just 3 minutes.
Ready to Elevate Your Reporting Process?
Your first month is on us—no risk, all reward.
See Plans & Pricing