Portal administration
Invite and manage portal users, approve upload and delete requests, and control folder permissions and document visibility.
The problem it solves
Staff need control over what clients can see and do in the portal.
How it works
- Invite portal users.
- Set folder permissions and document visibility.
- Approve upload and delete requests.
What your practice gets
- Control over client access.
- Approval for deletions.
- Visibility per document.
Questions accountants ask
Can I hide a document from the client?
Yes. Visibility is set per document.
Do deletions need approval?
Yes.
Can I manage several portal users for one client?
Yes.
Related features
Features that work alongside portal administration.
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.
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.
Client portal dashboard and documents
Clients see their tax returns, deadlines and income tax account, upload and download documents, request deletions and receive notifications.
Secure client chat
Secure chat between clients and staff, plus a client-facing AI assistant for common questions.
Client bookkeeping review in the portal
Clients see transactions, reports, pay slips and leave balances, and review and submit answers on unmatched transactions.
Tax return documents in the portal
Clients upload the documents for their tax return and follow the published timeline.
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.