Secure client chat
Secure chat between clients and staff, plus a client-facing AI assistant for common questions.
The problem it solves
Client questions sent by email or text are scattered and insecure.
How it works
- The client opens chat in the portal.
- They message the practice or ask the AI assistant.
- Staff reply in the same conversation.
What your practice gets
- A secure channel for questions.
- Conversations kept together.
- Common questions answered by the assistant.
Questions accountants ask
Is chat secure?
It happens inside the signed-in portal.
Can the AI answer any question?
It helps with common questions; staff handle the rest.
Do staff see the conversation?
Yes.
Related features
Features that work alongside secure client chat.
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 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.
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.
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.