Client Portal - Workflow

client portal helps you easily collaborate with your clients without going back and forth in long threaded emails instead of sending emails, accountants can ask questions directly from xenett your client gets a link to the portal and starts responding clients can also ask questions to accountant users what you can do with the client portal send uncategorized transactions to the client, and the client can provide feedback in the comments or by updating the account, class, name, etc send transactions missing the receipt, and the client can attach it to the transaction itself the uploaded receipt gets attached to the transactions in your accounting file ask for missing bank statements or any other statements set recurring requests you can ask specific questions to the specific client user explainer video