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Client Portal

Give your clients secure access to view tasks, invoices, and communicate with your team.

What clients can access

Task Progress

View status of assigned tasks and deadlines.

Invoices

View and download invoices, track payments.

Document Uploads

Securely upload requested documents.

Messaging

Real-time chat with your accounting team.

Secure Access

Password-protected with optional 2FA.

Inviting clients to the portal

  1. 1Go to the client's profile page
  2. 2Click Invite to Portal
  3. 3Enter the client's email address
  4. 4They'll receive an email with login instructions
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