Invite clients to the portal
Send a client portal invitation by email (with a preview) or by SMS.
The problem it solves
The portal only helps if clients actually sign up, and chasing them to do so takes time.
How it works
- Open the client and choose to invite them to the portal.
- Preview the email, or choose SMS.
- Send; the client follows the link to set up access.
What your practice gets
- More clients using the secure portal.
- Email or SMS, whichever reaches them.
- Preview before sending.
Questions accountants ask
Can I preview the invitation?
Yes, the email invitation can be previewed before sending.
What can clients do in the portal?
Upload documents, sign and complete their next steps.
Can I resend an invitation?
Yes.
Related features
Features that work alongside invite clients to 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.
Client payment status badges
See each client's payment and overdue status as a badge on the client list.
Client list and search
Find any client in the practice by name, reference or TFN from one searchable, filterable and sortable list.
VideoClient workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoCreate and maintain client records
Add, update and remove client records, including bulk removal and lodgment-reminder settings, so the client book stays accurate.
VideoMerge duplicate clients
Combine two records for the same client into one and keep the related history attached.
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.