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.