Client Portals

Give clients secure access to upload documents without the back-and-forth of email. Each portal is PIN-protected with automatic expiration for maximum security.

PIN Protected

4-6 digit security

Auto-Expiry

Set link duration

File Checklists

Guide what to upload

Creating a Portal Link

Select Client Folder

Navigate to the client's folder, or create a new one. The portal will give clients access to upload to this specific folder only.

Click "Create Portal Link"

Find this button in the folder actions menu (three dots) or the toolbar.

Create Portal Link

Configure Security Settings

PIN Code:Set a 4-6 digit PIN the client will need to access the portal

Expiry Date:Choose when the link expires (24 hours, 7 days, 30 days, custom)

Share with Client

Copy the link and PIN to share with your client via:

SMS

Copy Link

File Request Checklists

Stop the email back-and-forth. Create a checklist of exactly what documents you need from clients.

Example: Tax Season Checklist

W-2 FormsRequired

1099 Forms (if applicable)

Mortgage Interest Statement (1098)

Property Tax Statements

Charitable Donation Receipts

Driver's License (front & back)Required

Creating a Checklist

Click "Add Checklist" when creating portal
Add items and mark which are required
Save as template for reuse

Industry Templates

Tax Preparation Checklist
Lease Application Documents
Contractor Onboarding

What Clients See

Client View Preview

Secure Document Portal

Enter your PIN to access

After PIN entry:

Drop files here to upload

or click to browse

Managing Multiple Portals

Client	Status	Expires	Uploads
John Smith	Active	7 days	3 files
ABC Corp	Active	14 days	0 files
Jane Doe	Expired	-	5 files

Tip: You can extend or revoke portal access at any time from the Portals management screen.