Client Portal

Your Practice Client Portal

To ensure that your practice is GDPR compliant it is increasingly important to have a client portal.

Embed the portal into your practice website – a go to place for your clients to visit and upload and sign their documents.

Easy on the eye

The portal will of course be branded in you company colours and your logo will be prevalent to your client.

Feedback we have received from our users is that it is easy to navigate around.

New forms feature

One of our latest features is the ability to create bespoke forms for onboarding, tax return, questionnaires etc. This enables your client to complete the data entry, saving you time and upping your accuracy.

Built in email links

Requiring a signature or upload documents could not be easier. There are built in templates to get your clients to action your requests.
Subscriptions starting
at only £9 +VAT/month

20+ Features and Counting

With more features coming regally with feedback from our users

Join our community, not just our software

No Credit Card Required - 28 Day Free Trial

Integrates With

Coming December 2023