The Client Portal app is designed to simplify collaboration between accountants and their clients. It provides a secure, intuitive platform where clients can easily upload, capture, and share their financial documents directly with their accountant. anytime, anywhere.

Documents sent through the app are automatically stored and organized, allowing both the client and accountant to access them whenever needed. Whether you’re submitting invoices, receipts, or statements, the Client Portal makes document delivery quick, reliable, and stress-free.

Key Features:
- Upload or capture documents directly from your phone
- Securely share files with your accountant in real time
- View and access previously uploaded documents
- Receive confirmation when documents are successfully delivered
- Designed to streamline the document-handling process, this app ensures accountants and clients stay connected, with no more lost emails or missed attachments.