Client portal
Each client gets their own portal, with a sign-in separate from your staff app. They upload the documents you ask for, message you, approve filings and see their invoices, and you are told when something arrives.
What it does for your practice
- Documents, requests and messages in one place instead of email threads.
- The portal has its own sign-in, apart from your staff login.
- A client sees only their own information.
- Approvals and invoices are in the same place as the documents.
- You are told when a client uploads or replies.
How it works
- 1
Invite a client from their page in Fyling.
- 2
The client signs in to the portal, which is separate from your staff app.
- 3
Ask for documents, send messages and request approvals; the client answers in the portal.
Who it is for
Practices that want one secure place to exchange documents and approvals with clients.
Your practice stays the filer. Fyling is the software your team uses to prepare, check and send the work.
Questions
Can a client see other clients' files?
No. A client sees only what belongs to them.
Does a portal login give access to my practice's app?
No. The portal and the staff app never share a session.
Where are uploads kept?
With the client, in your practice's records.
Works with
Client approvals
Client sign-off on each filing, tied to the exact figures they saw.
Engagement letters
Proposals and engagement letters from your own wording, signed online.
Practice invoicing
Invoices, monthly fees, statements and payment reminders for your own clients.
Step by step: The client portal and document requests · Everything Fyling does