The client portal

Giving a client access

A client gets a portal as soon as their record has a Company Email. That email is their sign-in. If it's missing, the client record shows No portal yet: add a Company Email.

How clients sign in

Clients go to the sign-in page, enter the email you have on file and type in the 6-digit code we email them. There's no password to remember.

Onboarding

Choose Onboarding email on the client record to send a one-click link. The client works through three steps: Engagement letter, AML check and Your details, then sees Setup complete.

What clients can do

• See their upcoming deadlines on their Dashboard, and what you do for them under Services.
• Read and sign their Engagement letter.
• Send you files under Documents (PDF, photo, Word, Excel or CSV, up to 25 MB each) and sign documents you've shared by typing their full name.
• Fill in their Self Assessment questionnaire.
• Keep their details up to date under My profile.

Choose View as client on any client record to see their portal exactly as they do. With white-label branding, the portal shows your logo and colours.