Client Experience
Client Portal for Your Clients
Client management, self-serve: clients check status, send documents, see invoices and book appointments.
See Client Login Portal at work
A walk-through of its main features. All 9 features are listed below.
What is in this module
What this module lets you doNamed and listed in full, with the question each one answers.
- 01
Can Check Live Status of Work
The client sees where their return has got to — which stage is done, which is next — instead of ringing to ask. The same milestone the firm ticks off is the one they are watching.
What you can do here
- 02
Can Send Documents to You or Link to Tasks Directly
Papers arrive from the client’s own login and attach themselves to the job they belong to, so nothing is sitting in an inbox waiting for somebody to file it.
What you can do here
- 03
Download Permanent Documents Like ITR Copies, Audit Reports etc.
ITR acknowledgements, audit reports, registration certificates — kept where the client can fetch them at eleven at night when a bank asks, without the firm being the bottleneck.
What you can do here
- 04
Can View Invoices, Debit & Credit Note & Know Outstanding Invoices
Their own bills, their own notes, and what is still open — the account statement from the client side, so the fee conversation starts from the same figures on both ends.
What you can do here
- 05
Can View Legal Circular & Updates Sent by You
Circulars and notifications the firm sends land in the portal as well, so advice given to every client is on the record rather than in a forwarded message.
What you can do here
- 06
Can Schedule Appointments with You & Be Notified
The client books an appointment themselves, it lands in the firm’s schedule register, and both sides are told. No call to fix a time for a call.
What you can do here
- 07
Can Know DSC Details Like Password, Validity etc.
The client can look up their own digital signature — validity, password, whether it is with the firm — which is the question they otherwise ring about on the day of a filing.
What you can do here
- 08
Can Know Various Portal's ID & Passwords Like GST, Income Tax etc.
Their GST, income tax and other portal credentials, held in one place they can reach. Every practice fields these calls, and none of them should be handling the answer by message.
What you can do here
- 09
Can View Pending Issues & Work Kept on Hold
What their job is waiting on, named — a challan, a document, a signature — and who it is waiting on. Most work that looks late is work waiting on the client, and this is what makes that visible without an argument.
What you can do here