Client bookkeeping review in the portal
Clients see transactions, reports, pay slips and leave balances, and review and submit answers on unmatched transactions.
The problem it solves
Asking clients about unmatched transactions by email is slow and messy.
How it works
- Share the reconciliation review with the client.
- The client explains or approves the unmatched transactions.
- They submit, and the answers come back to your team.
What your practice gets
- Client questions answered in context.
- Reports and pay slips available to clients.
- Less email back-and-forth.
Questions accountants ask
Which transactions do clients review?
Transactions you share for review, such as unmatched items.
Can clients see pay slips?
Yes, where payroll data is shared.
Do client answers change the ledger?
Your team reviews their answers.
Related features
Features that work alongside client bookkeeping review in the portal.
Secure client portal sign-in
Clients sign in with a password or a magic link, protect their account with multi-factor sign-in, and reset passwords themselves.
Tax return documents in the portal
Clients upload the documents for their tax return and follow the published timeline.
Client view of the tax timeline
Clients see the status of their return on the timeline your practice publishes.
Client profile and entity switcher
Clients edit their profile and password, and switch between their entities with a group summary.
Portal administration
Invite and manage portal users, approve upload and delete requests, and control folder permissions and document visibility.
Fedix links for clients
Clients act on emailed links (book a meeting, accept a quote, pay an invoice, confirm details or view return information) without logging in.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.