Use cases
A password-protected client report page for accountants and CAs
3 September 2026 · 3 min read
Most reports a CA sends out are correct. The numbers add up, the filing is right, the work is done properly. The part that doesn't always land is the handoff: a 17-page PDF and three spreadsheets dropped into an email thread, and a client left to figure out which page actually matters to them. A one-page summary, built as a simple webpage and shared behind a password, fixes the handoff without touching the actual work underneath it.
What goes on the page
Not the full report, a summary of it. What changed this quarter. Revenue against expenses, in plain numbers. Tax dates coming up. Documents still needed from the client's side. And three things they should actually do next.
That's the whole page. The full PDF and spreadsheets still exist and still go through your normal channel, this is just the one link a client opens when they want to know where things stand without hunting through attachments.
Build it, then lock it
A summary like this is a single page, so it fits a MakeMySiteLive microsite: write the HTML, upload it, done. If you want it on your firm's own domain, or want password protection on it, upgrade that one page to a Pro full site instead. Password protection is a toggle there, no separate login system to build or maintain. Set a password, share it with the client once, and they're the only one who can open the link.
Either way it opens instantly on a phone, which matters more than it sounds. Nobody's forwarding a 17-page PDF between apps to check a due date while waiting in line somewhere.
What this page should never contain
PAN numbers, bank statements, filed returns, and other sensitive records stay in your firm's approved secure system. A password on a webpage is a convenience layer for a summary, not a replacement for proper compliance, and it shouldn't be asked to do that job. Keep this page to the things a client needs at a glance, and keep the actual records where they already belong.
Updating it each quarter
Upload a new version when the next quarter's numbers are ready. A Pro full site keeps your 10 most recent versions (3 on a free full site), so if a client asks about last quarter's summary specifically, rolling back to it takes one click instead of digging through old emails to find what you sent them.
Key takeaways
- ✓A one-page summary, not the full report, is what makes this useful: what changed, revenue vs. expenses, upcoming tax dates, documents needed, next steps.
- ✓A single summary page works as a microsite; add password protection or a firm domain by making it a Pro full site instead.
- ✓PAN numbers, bank statements, and filed returns belong in your firm's approved secure system, never on this page.
- ✓Update the page each quarter; a full site keeps your recent versions (3 free, 10 on Pro) so you can pull up what a client was shown last time.
Frequently asked questions
Is a password-protected webpage secure enough for financial documents?
No, and it shouldn't be used that way. It's fine for a summary a client needs to glance at, but PAN numbers, bank statements, and returns belong in your firm's approved secure system, not on a webpage.
Do I need a full site for this, or does a microsite work?
A microsite works if you just need the page live with no password. If you want it password-protected or on your firm's own domain, use a Pro full site instead, since those two features aren't available on microsites.
Can I reuse the same link every quarter?
Yes. Upload a new version when the numbers change and the link stays the same. A full site keeps your recent versions (3 on free, 10 on Pro), so you can roll back to what a client saw in a recent quarter if they ask.
Does this replace sending the actual report?
No. The full PDF and spreadsheets still go through your normal channel. This page is a summary a client can open in seconds, not a substitute for the underlying documents.