Client portal
Online file
One access point for documents, messages, tasks and appointments.
The online file is the protected area for clients. Released documents, questions and deadlines stay in one place, with a full audit trail.
- Access by personal invitation only
- Sign-in with two-factor confirmation
- Only released content is visible
Scope
What the online file contains
Every file shows only the content released to you. The scope follows your role in the engagement.
Documents
View and download released documents, confirm them or decline with a reason.
Messages
Raise questions inside the file instead of sending attachments over unencrypted channels.
Tasks and appointments
Keep track of open items, deadlines and proposed dates, and respond to them.
Approvals
Grant requested approvals; every decision is recorded with a timestamp.
Document submission
Upload your own files up to 25 MB into private, access-controlled storage.
Activity
See who opened, submitted or approved which content, and when.
Security
Separate from the internal workspace
Dedicated area
The client portal is fully separated from the internal workspace. Portal access never grants internal rights.
Checked on every request
Every request is authorised server-side against your membership in the file. Revoked or expired access applies immediately.
Audit trail
Sign-ins, downloads, submissions and approvals are logged in a tamper-evident trail.
Data protection
Processing is limited to delivering the engagement; details are set out in the privacy notice.
Access
How access is granted
Access is set up by us only. Self-service registration is not available.
- 1
You receive a personal invitation to your business address.
- 2
You set a password and enrol two-factor confirmation.
- 3
The online file then opens with all content released to you.
Please do not share your access link. If a device is lost, notify us without delay.