Simple client experience
Clients immediately see outstanding requests, required actions, due dates and completion progress.
Give clients one place to respond to your firm
Replace scattered email threads, shared-drive links and message history with one secure portal for requests, documents, communication and deadlines.
What this software does
An accounting client portal gives each client a private workspace for outstanding requests, secure document uploads, replacement files, messages, deadlines and completed work. It keeps the client experience simple while maintaining firm and client isolation.
Capabilities
Communication in context
Messages, document decisions and request links stay connected to the correct client relationship.
Protected access
Authentication, client isolation and authorised file delivery keep each client’s information separated.
Frequently asked questions
What can clients do in the portal?
Clients can view requests, upload or replace documents, read review outcomes, respond to messages, see important dates and update profile information.
Can one client see another client’s information?
No. Backend access checks scope portal data to the authenticated client relationship and its accounting firm.
Does the portal expose Cloudinary file URLs?
Documents are requested through protected backend endpoints that verify authorisation before providing secure access.