portal
Using the client portal
What clients see and do — invoices, estimates, documents and payslips.
Last updated 12/09/2026
Invite clients to the portal from their client record.
What clients can do
- Approve or decline estimates — no email chasing.
- View invoices — money owed, due dates and totals.
- Upload documents straight to the practice.
- View payslips for every payroll run.
- Message their accountant and see key dates and requests.
The portal is secured with the same login and two-step verification as the rest of the platform.