Central Workspace for Every Client
Handle uploads, status, and communication for each client in one secure workspace.
Portal Overview
Client Hub
Open Requests
7
Completed today
24
Latest upload
2h
Status
Miller & Partners
Annual Report.pdf
Schmidt AG
PowerOfAttorney.docx
TalentCo
AuditPack.zip
New document requested: „Please upload the signed authorization form.“
Feature overview
Everything you need for an efficient customer portal.
Client Overview
All documents and activities per client at a glance: status, uploads, latest updates.
Upload Dashboard
Track progress of each upload with status updates, timestamps, and file history.
Direct Messaging
Communicate with clients quickly through messages inside the portal.
Access Control
Control which documents each client can see and which actions are available.
Activity Feed
Every action is logged and traceable from upload to completion.
Customization
Customize portal branding, logo, colors, and messaging for your clients.
Custom Domain
Attach the customer portal to your own domain for a branded experience.
White-Label Experience
Offer each client workspace with branded naming and a consistent appearance.
How It Works
Enable a client portal in three simple steps.
Set up portal
Create your first client workspace and define which customers get access.
Portal Overview
Client Hub
Open Requests
7
Completed today
24
Latest upload
2h
Status
Miller & Partners
Annual Report.pdf
Schmidt AG
PowerOfAttorney.docx
TalentCo
AuditPack.zip
New document requested: „Please upload the signed authorization form.“
Let clients upload
Customers upload documents directly in the portal and see their current request status immediately.
Branding & Settings
Your own appearance
Portal Branding
Portal domain
Visibility
Encrypted and GDPR ready
Communicate and track
Share updates directly in portal messages and review all activity in the audit trail.
Document has been uploaded.
Perfect, we will review it now.
Document upload validated, automated scan passed.
Review progress
Track status changes, pending questions, and upload history from one central view.
Follow up
Resolve open items directly in the portal and close requests once complete.
Use your portal
Run recurring client workflows in one workspace without creating new links for every transfer.
Perfect for
Accountants & Tax Advisors
Collect documents in a structured way, resolve follow-ups directly in portal messages, and monitor progress at any time.
Lawyers & Notaries
Manage contracts and powers of attorney securely in a client portal with clear status and messaging.
Agencies & Consultants
Centralize project files for recurring client requests with faster follow-up handling.
Your Benefits
Set up customer portal now?
Start for free and create your first portal workspace.
No credit card required • 14-day free trial