A client portal your clients will actually use
Clients sign documents, approve work, see their files, message your team and view or create tasks from one secure login. It is part of Portal 360, so there is no separate portal subscription to buy or keep in step.
Engagement letter
Quick SendSignature
Date
- Sign documents
- Approve work
- See files
- Message your team
- View and create tasks
7-day free trial on Starter, Professional and Advanced. Set up in minutes.
One feature that replaces the standalone client portal
Many practices pay for a portal on top of their practice software, then copy information between the two. In Portal 360 the portal sits on the same client record as your CRM, tasks, files and e-signatures.
- Standalone client portal subscription
- Emailing documents back and forth
- Chasing approvals by phone
- Status update emails
Without it
- Clients email documents you then have to file
- Approvals arrive as replies buried in a thread
- Clients ring to ask what stage their work is at
- A portal that does not know about your tasks or CRM
- Another login for your team and another bill
With Portal 360
- Clients sign and approve in one place, and the answer lands on the record
- Shared files sit in the client's folders
- Clients see their tasks and raise new ones themselves
- The portal reads from the same CRM, tasks and files
- One platform, one record, one set of permissions
Sign
Clients sign from any device
Send an engagement letter or form for e-signature and the client signs from their portal on web or mobile. The signed copy is stored with their files and the audit trail is kept.
- Signature, date and text fields
- Reminders for anyone who has not signed
- Signed documents saved to the client's files
- Audit trail that is never deleted
Engagement letter
Quick SendSignature
Date
Approve
Approvals without the email chase
Move a task into Clients Review and pick the client's portal contacts. They approve or decline in the portal and the response is collected on the task and in Approvals.
- Choose which client contacts review the work
- Responses collected under Approvals
- Comments on approval, a reason on rejection
- Counters show pending, approved and rejected
Approval request
PendingPrepare FY financial statements
Harbour & Co Pty Ltd · Moved to Internal Review
- Internal reviewPriya approved. Numbers tie to the ledger.
- Client reviewSent to the client's portal contacts
- ReleasedReady to lodge
2
Pending
14
Approved
1
Rejected
See it with your own clients.
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Message
Conversations that stay on the client file
Clients message your team from the portal. Every conversation is linked to the client record, so anyone who picks up the file sees the history.
- Message your team from the portal
- Linked to the client, entity and contact
- Reply from the Communication Centre
- Nothing lost when a team member leaves
Harbour & Co Pty Ltd
- Sent: Your BAS is ready to reviewToday · Priya
- Received: Bank statements attachedYesterday · Marcus
- Sent: Engagement letter for signatureMon · Priya
Tasks
See the work, and ask for more
Clients view the tasks you are doing for them and create new ones when they need something, so requests arrive as tasks on the board, not as scattered emails.
- View tasks in progress
- Create tasks for your team
- New requests land on your Kanban board
- Due dates and status in one place
Tax returns, this month
To do
Gather records
Request bank feeds
In progress
Prepare return
Review GST
Review
Partner sign-off
Access
You decide who gets in
Portal access is given contact by contact. Filter the contacts list by portal access and see at a glance who has a login. Each login counts towards your plan's seat limit.
- Give a contact their own login
- Filter contacts by portal access
- Client segments to group clients
- Tags to organise and filter
Harbour & Co Pty Ltd
Active- EntitiesCompany, family trust, 2 individuals
- Contacts3 people · 2 with portal access
- Tags and segmentsSole traders, GST quarterly
- Activity and tasks4 open tasks · last contact today
Everything included, nothing to bolt on
All of this is part of Portal 360, on the same client record as the rest of your practice.
E-signatures in the portal
Clients sign engagement letters and forms on web or mobile.
Client approvals
Approve or decline work from the portal.
File sharing
See the files you share, without email attachments.
Messaging
Write to your team, linked to the client record.
Tasks
View work in progress and create new tasks.
Contact-level access
A login for each contact you choose.
Segments and tags
Group clients to filter lists and restrict who sees what.
Audit trail
Signed documents are voided, never deleted.
How it works
- 1
Add the contact
Create the client and the people behind it in the CRM, with an email address for each.
- 2
Give portal access
Turn on portal access for the contact so they can sign in.
- 3
Share files
Share a file or folder to the portal from the File Center.
- 4
Send for signature
Send an engagement letter or form. The client signs from the portal.
- 5
Request approval
Move a task into Clients Review and choose the client's contacts.
- 6
Answer messages
Reply from the Communication Centre. The thread stays on the client file.
- 7
Track their tasks
See what the client has asked for on the Kanban board.
On the roadmap
Invoicing in the portal Planned
Planned: clients will see invoices in their portal, linked to Billing Studio.
Part of one platform, not another tab
Everything here works with the rest of Portal 360, so the work you do in one place shows up where it matters.
Frequently Asked Questions
Yes. Clients sign documents, approve work, see files, message your team and view or create tasks from one login. It is part of the platform.
Give your clients one place for everything. Start your free trial.
Add a client, give a contact portal access and send your first document for signature in minutes.
7-day free trial on Starter, Professional and Advanced. Set up in minutes. Or talk to our team.