Client Portal

The client portal has a few options.

My Info - The client can update their business details, view their terms and conditions, or view their letter of engagement

Document Portal - Where the client can upload required documents

Deadlines - They can view the services that the firm is providing

Tax Liabilities – You can view tax info that has been entered

Settings – You can update your password here

Document Portal

To upload a document you can either drag and drop the file on the upload box or you can click on the box and search for the document you wish to upload.

Once you upload a document you can add any notes you wish by clicking into the notes field and typing.

When you click into the client from your accountancy manager, click into the documents section you will be able to see the uploaded file.

You can download this if needs be and you are able to edit this here.

If you need to send a document to the client you use the same process on this screen with the upload box on the right hand side of the screen.

You can request the client to e-sign documents and add any notes.

On the client screen you can see the e-signing status of the document.

Along the top click into Queued and you can see the emails that were generated and sent to the client.

The document Portal is completely GDPR compliant.