Secure client collaboration

The Client Portal enables you to interact with your clients in a secure platform to facilitate the exchange of documents and workpapers.

Review points and queries can also be raised by you or your clients, with instant notifications to make client communications a breeze.

Client collaboration

Share documents with your clients and save these directly into the workpaper file.

Resolve queries

Create and receive responses to queries raised from within the workpaper file, keep track of outstanding matters, and keep a trail of correspondence.