Client Portal

A simple and modern client portal for everything your client needs

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

The Client Portal

Our vision is to create a single portal for your clients. One place for them to easily access requests, documents, reports, invoices, resources, and communication. Ultimately, creating a simple and modern client experience that will WOW your clients and take your firm to the next level.

Within our modern client portal, there are currently two main solutions

  • Client Tasks & Requests - To automate client data collection & get responses faster

  • Client Documents - To securely share and store documents for clients

Client Tasks & Requests

Client tasks are designed to automate client data collection to save 10+ hours every week and get client responses faster so your team can get their work done.

Some of the features include the ability to:

  • Request documents, e-signatures, send documents or ask questions

  • Schedule automatic email and SMS reminders to chase down the client for you

  • The ability for clients to upload documents to the work through our secure portal

  • The ability for clients to communicate with your team and ask

Below is a quick overview video of Client Tasks, but you can learn more about this feature in this article.

Client Documents

The Client Documents feature allows your firm to share important folders and documents with clients so they can access important documents as needed.

Some of the features include the ability for clients to:

  • Instantly access shared folders with archived documents and reports. For example, bookkeeping documents, tax documents, entity documents, etc.

  • Upload documents to the shared folders (if given permission) that are not related to projects or requests

Below is a quick overview video of Client Tasks, but you can learn more about this feature in this article.

The Client Experience

The client portal was designed to be simple and client-friendly. This results in very high client adoption and satisfaction.

We do this not only with a modern and simple design but also with our magic link technology that allows clients to securely access the portal without creating a username or password.

This allows clients to access the secure portal with a single click without ever creating an account and having to remember a password.

Create a Firm Branded Portal

With a Firm Branded portal, you can white-label the portal with your firm's brand. This includes:

  • Customizing the client portal URL

  • Customizing the color of the buttons and links

  • Displaying your firm's logo

You can learn more about Branding your client portal here.

How to introduce the portal to your clients

If you plan to introduce this new portal into your firm and clients, you should give your clients notice so they know to trust it. A great way of doing this is through an email announcement.

We created an email template that you can use to notify your clients of the new client portal. You can view the template here.

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