Client Portal

What is A Client Portal?
A client portal is a secure, online space where your clients can share documents, complete tasks, and communicate with your team — all in one place. Instead of relying on scattered emails, WhatsApp messages, and manual follow-ups, a client portal brings everything together in one clean, central location.

What Is a Client Portal Used For?
In an accounting or bookkeeping firm, a client portal is used to:

• Collect documents like bank statements, invoices, or signed letters
• Share tasks that the client needs to complete (e.g. fill in info, approve something)
• Communicate clearly without endless email chains or lost context
• Manage ongoing work like monthly bookkeeping or year-end tax prep
• Give clients access to important files like final reports or signed agreements

It helps you stay organised internally and keeps your clients in the loop — without needing to explain what’s next every time.

Key Benefits of Using a Client Portal

1. Everything in One Place
   No more digging through emails or reminding clients where to send things. The portal becomes their go-to space for uploads, messages, and updates.

2. Better Client Experience
   It’s easy to use, mobile-friendly, and helps your clients feel supported and clear on what’s expected of them.

3. Saves Time (For You and Your Team)
   Built-in task tracking and automatic reminders mean less admin, fewer follow-ups, and a faster turnaround on work.

4. Stronger Data Security
   Instead of risky email attachments or open links, documents are stored securely in an encrypted vault with proper access controls.

5. Seamless Workflow Integration
   In Tidyflow, the portal is tied directly into your task and workflow system — so anything you assign or request flows through automatically. No extra setup needed.

6. Transparency & Trust
   Clients can see exactly where things stand, reducing confusion and boosting confidence in your process.

Why Use the Tidyflow Client Portal?
Tidyflow’s client portal is a built-in hub that transforms how you collaborate with clients. Here's what makes it stand out:

1. A One-Stop Hub for Clients
   Clients can access all their documents in one organized, secure space—no more searching through jumbled emails or links. Everything they need is available anytime, anywhere.
   Tidyflow

2. Client Requests You Don’t Have to Chase
   Assign tasks, ask for documents, or send updates directly within the portal. Every request is easy to track, reducing follow-up emails and keeping everyone aligned.
   Tidyflow

3. Automated Reminders That Do the Following Up for You
   Set reminders for pending client requests and let Tidyflow handle the nudging. This keeps projects moving smoothly—without you needing to micromanage.
   Tidyflow

4. Legally Binding E-Signatures
   No need for printing, scanning, or waiting. You and your clients can sign documents securely right inside the portal. Fast, efficient, and fully compliant.
   Tidyflow

5. Upload Without Logging In
   Need a quick document from a client who hasn't logged in? Share a one-time upload link—no login required. They can drag and drop files easily, without any friction.
   Tidyflow

6. Full Visibility with Audit Logs
   Track who uploaded, viewed, or edited a file with detailed audit logs—giving you full accountability and peace of mind.

Start Working Smarter — Not Harder
The client portal takes your firm from reactive to proactive.
It helps you deliver a more professional, efficient, and enjoyable experience — without adding more to your plate.