Client Portal & Requests
Streamline client interactions by requesting information and sharing documents through a secure portal or no-login upload links. 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.
Automate Client Reminders and Save Time
Keep projects moving effortlessly with automated client follow-ups. Set reminders for pending requests and let Tidyflow handle the nudging—saving you time and reducing back-and-forth. Ensure nothing slips through the cracks while delivering a seamless client experience.
Sign documents seamlessly with Electronic Signatures
No more printing, scanning, or chasing down signatures. Our Electronic Signatures feature streamlines the entire signing process, enabling you and your clients to sign documents directly within the portal. Fast, secure, and legally binding—saving you time and reducing paperwork hassle.
Effortless No-Login File Uploads for Clients.
In addition to uploading files through the client portal, you have the option to share unique upload links—no login required. Clients can easily drag and drop files, add their email, and leave comments for quick, hassle-free uploads.
Features
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Client Requests
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Automated Reminders
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File Sharing
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No-Login File Uploads
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Electronic Signatures
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Audit Trail
Easily request information or documents from clients through the portal. Track the status of each request and keep everything organized in one place.
Clients can receive automatic emails to complete pending requests.
Easily share folders with specific Contacts linked to a Client, giving them access to all files and subfolders within that folder.
Share unique no-login upload links. Clients can easily drag and drop files, add their email, and leave comments for quick, hassle-free uploads.
Streamline the signing process by sending documents for signature directly through the portal.
Track document activity with a detailed audit log. See who uploaded, viewed, or edited files, ensuring accountability and security across your team.
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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Yes, multiple Contacts can be linked to the same Client. This allows different individuals within a client organization to access shared documents, receive requests, and collaborate through the portal—ensuring the right people have the right information.
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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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A unique upload-only link you can share with clients, allowing them to send you files without needing to log in or remember a password. This link does not grant access to view or download any files.
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Yes. Each upload link is unique to the client. They can only upload files—no access is given to view or download documents. All uploads are saved in a private folder and activity is logged for transparency.
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Tidyflow stores all data securely in AWS and DigitalOcean data centers located in the United States. This ensures compliance with strict security and privacy standards.
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Tidyflow secures your documents using encrypted storage through Amazon Web Services (AWS) and DigitalOcean. Both providers meet strict security standards, including SOC II, SOC III, GDPR, and HIPAA compliance.
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Yes, Tidyflow performs regular automated backups, all encrypted with AES-256 for maximum security. These backups ensure your data is protected against loss and support disaster recovery.
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