Client Portal for a CA Practice
Clients upload the papers a firm has requested and see what is still pending from their side. They can also see their own filings and bills, and no other client’s records.
What a client sees
What the firm sees
Uploads appear on the job with the request that asked for them, and every reminder is counted against that request. Clients chased repeatedly surface on the partner’s screen. Staff can see which papers are in, which are still awaited and how often the client has been asked.
Kept apart from other clients
A client signs in to see only their own records, and another client is never shown, even where two clients belong to one group. How group entities are shown to a family’s own contact is agreed during scoping. Staff rights are separate and follow their role in the firm.
What the firm decides
Frequently asked questions
Can one client see another client’s papers?
No. A client sees only their own requests, uploads, filings and bills.
Does the portal file returns for the client?
No. Filing still happens on the government portal. The client portal handles papers, pending items and bills.
Do clients need to install anything?
No. It runs in the browser. How a client is invited and signs in is agreed with the firm during implementation.
Are reminders sent automatically?
No. A team member reviews each reminder before it goes out.
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