Platforms & apps
Client portals with a secure login area
A client portal is a private area on your website where each client signs in to track requests, exchange documents, view invoices and ask for help. It is for accountants, agencies, service firms and B2B suppliers. You get fewer e-mails and calls asking for an update, and every file stored where it belongs.
Fewer e-mails, more answers
Most client enquiries repeat the same questions: where is my request, where is the invoice, did you get the files I sent. With a client portal, the answer is already there. Your team updates a status once and everyone involved on the client's side can see it, at any hour.
An organised archive, on both sides
Documents stop getting lost among attachments and shared folders. Every file is tied to the right client, case and period, with the date it was sent and opened. When you need an old document, you find it in seconds, and the client can download it without having to ask.
Common features
- Document requests with automatic reminders until they arrive
- Sign-off on proposals or deliverables
- Repeat orders from past history
- Several user accounts for people at the same client company
- Automatic reading of invoices and receipts that clients upload
Shaped by your process
We start with what your clients ask today and what your team answers by hand. The portal grows from that list, not from a generic template. We set out the project phases in how we work. If you also take appointments, the portal can connect to a booking system.
What you get
- Secure sign-in for each client, with password reset and optional two-step verification
- The status of every request, case or order, kept up to date by your team
- Document upload and download, organised by client and by period
- Invoices, receipts and outstanding payments in one view
- Support tickets with a full message history
- E-mail alerts when something new is waiting
- An internal dashboard for your team to manage clients and access
Best for
- Accounting firms that collect paperwork from clients every month
- Agencies and consultancies sharing deliverables and approvals
- Service companies that handle support or maintenance requests
- B2B suppliers whose customers reorder and ask for copies of invoices
Typical features and modules
Communication & leads
- Advanced forms
- SMS & e-mail notifications
Payments & sales
- Automatic invoicing
- Payment links
Integrations & automation
AI add-ons
Compliance & security
- Security hardening
- GDPR pack
Hosting, e-mail & maintenance
- Admin training
How we deliver it
A review of what clients ask for today by e-mail and phone
Access roles defined, along with what each client can see
The client area and the internal dashboard designed
Build and connection to the software you already use
Testing with a small group of clients
Remaining clients invited and your team trained
Frequently asked questions
Will my clients actually use it?
We design for people who sign in once a month and don't want to learn anything new. The main tasks, such as uploading a document or finding an invoice, are visible as soon as they log in. We test with a few of your clients before inviting the rest.
How are client documents protected?
Each client sees only their own data, connections are encrypted and files never sit at public addresses. You can require two-step verification, and the system records who opened each document. We agree data-retention rules with you in line with the GDPR.
Can it pull invoices from our invoicing software?
Often, yes. Invoices can flow into the portal straight from your invoicing software or ERP, so nobody uploads them by hand.
Can clients pay through the portal?
They can. An open invoice can carry a pay button for MB WAY, Multibanco, card, Apple Pay or Google Pay, and its status updates once payment is confirmed. See the options under payment integrations.
Can we start with document sharing only?
Yes. Many portals begin with documents and messages, then add invoices, orders or payments in a later phase. The portal can also grow into a full management platform for your own team.
How much does it cost?
Every project is quoted by hand from your requirements, so pricing is on request. Tell us how many clients will use the portal and what they need to find there. Request a quote
Shall we talk about your project?
Tell us what you have in mind and what you want to achieve.