CLIENT PORTAL
A calm, professional
experience for your clients.
Clients see what you need, send it securely and approve what matters — without instructions, attachments or another password reset. Your team sees the same picture from the practice side.
Practice view
Document request
Harbourline Freight Ltd · Priya Nand
- Bank statementsReceived
- InvoicesReceived
- Expense receiptsAwaiting
Reminders and messages stay attached to the request.
Client portal view
Harbourline Freight Ltd
Your accountant has 1 open request
2026 GST supporting documents
Please upload your February expense receipts. Statements and invoices have been received.
- Messages
- Notifications
- Profile
THE FLOW
From request to approval, one path
The portal mirrors the work in your practice, so the client experience and the internal job never drift apart.
- 01Practice sends a requestNamed items, due date, client contact.
- 02Client is notifiedThe request appears in their portal.
- 03Client uploadsFiles go straight to the practice, not email.
- 04Practice receives itThe upload arrives in the document inbox.
- 05Request is updatedOutstanding items are clear to both sides.
CAPABILITIES
What the client portal offers
Requests
Clients see exactly which documents and answers are outstanding.
Secure uploads
Files go straight to the right client and job, not into an inbox.
Messaging
Conversations stay attached to the work they relate to.
Approvals
Clients review and approve, with the decision recorded against the job.
Firm branding
The portal reflects your practice, so it feels like an extension of your service.
Mobile friendly
Clients can respond from a phone, which is where most of them actually are.
WHY IT MATTERS
A better client experience is also less work
Fewer follow-up emails
Outstanding items are visible to the client, so chasing becomes the exception.
Faster turnaround
Work waits less because the client knows precisely what is needed.
Professional and consistent
Every client gets the same clear experience, regardless of who manages them.
Nothing lost in transit
Uploads and approvals are recorded against the client and the job.
Client-side security
- Secure authentication for client users
- Clients only see their own records and requests
- Encryption in transit and at rest
- Access revocation when a contact changes
Give clients a calmer way to work with you.
Requests, documents and messages in one clear place — without the email chase.
14-day free trial · No card required · Change or cancel your plan in the application