Client Portal
Streamline your client interactions with a portal for easy document sharing and client requests. Crafted to boost collaboration and instantly improve your client experience.
Clients can Access their Documents in One Central Place.
With all their documents in one central location, clients gain the freedom to access the information they need without the back-and-forth of emails. This streamlined approach not only saves time but also empowers your clients with instant access to their crucial documents, anytime, anywhere.
Easily Manage Client Requests in One Place.
Easily manage all client requests through the portal. Your team can assign tasks, ask for additional information, or share updates with clients in a streamlined way. This organized workflow ensures clients stay informed, while your firm keeps track of every request, reducing the need for follow-up emails and keeping everyone aligned.
Features
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Client Requests
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Document Management
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Electronic Signatures
Request information or documents from clients.
First-level folders can be shared with specific Contacts linked to a Client.
Send documents to clients for signature.
FAQs
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Contacts can access the portal via portal.tidyflow.com.
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A Contact who is linked to multiple Clients will be able to access the various Clients in the Portal, without needing a separate login for each.
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Clients are the entities or businesses that you are providing services for, be it a business or an individual. For example, Blue Apple Consulting Corp, who you prepare monthly accounting for.
Contacts are all the people you interact with. They could be the owners, employees that work for the business, or even auditors.
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