Client portal

Your client signs in to a separate portal — using a one-time code sent to their email, or a magic link, not their usual AssureOne login — to see their bookkeeping.

What the client sees

• A snapshot dashboard of their current financial position.
• Files — upload and download documents shared with your firm.
• Reports — any Management Reports your firm has published for them.
• Questions — respond to questions your firm has asked, including transaction-specific ones.

Next

• Documents overview — how your firm requests files that show up here.
• Communications overview — how your firm sends the questions clients answer here.