The Client Portal gives your clients self-service access to view their entity information, documents, invoices, and compliance status.
Enabling the Client Portal
- Navigate to Settings → Client Portal (Principal access)
- Toggle Enable Client Portal
- Configure:
| Setting | Description |
|---|
| Custom Domain | Optional custom URL for the portal |
| Welcome Message | Displayed on the client login page |
| Branding | Uses your practice logo and colours |
| Features | Toggle which sections clients can access |
Client Portal Features
| Feature | What clients see |
|---|
| Entity Profile | Company details, directors, registration info |
| Documents | Documents shared with them |
| Invoices | Open and paid invoices |
| Compliance | Filing status for their obligations |
| Requests | Submit document requests or queries |
Inviting a Client
- Open the entity → Profile tab
- Under Client Portal Access, click Invite Contact
- Select a person linked to the entity
- Enter their email address
- They receive an invitation to set up their portal account
Client Permissions
| Permission | Description |
|---|
| View Only | Can view information but not edit |
| Upload | Can upload documents to their entity |
| Request | Can submit queries and document requests |
| Sign | Can digitally sign engagement letters and contracts |
Security
- Clients authenticate via email + password
- Optional MFA enforcement
- Session timeouts after inactivity
- Clients can only access their own entity data