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.
Support Tickets
Raise categorised support tickets with priority levels.
Secure Access
Password-protected with optional 2FA.
Inviting clients to the portal
- 1Go to the client's profile page
- 2Click Invite to Portal
- 3Enter the client's email address
- 4They'll receive an email with login instructions
Support Tickets
Clients can raise support tickets through the portal, categorised by type for efficient routing to the right team member.
How clients create tickets
- 1Go to Support Tickets in the portal
- 2Click New Ticket
- 3Select a category (e.g., Tax, VAT, Payroll, Bookkeeping)
- 4Set priority, enter subject and description, then submit
Ticket categories
Admins can customise categories and assign team members in Settings > Ticket Categories.
Sharing a Drive file
Any file in Drive can be sent to a client's portal. Open the file's menu and choose Share to portal. If the folder is already linked to a client we use that client automatically; otherwise you pick the client once and the file remembers it.
Shared files carry a Portal badge in Drive and appear under “Shared with You” in the client portal, on web and on the mobile app. Choose Remove from portal in the same menu to take a file back.
Admins, managers and senior staff can share files. Junior staff and view-only users see the badge but cannot change it.