Client portal

The client portal is the page where your client answers a request. They open it with the link received by email or text message, then confirm their identity with a one-time code: there is no account to create and no password to remember. On a single page, they upload their documents, answer your questions, accept your statements, sign and download the documents you hand over to them, then submit.

The portal carries your space’s branding: its logo, its public name and its email address. Each person on a request has their own link and only sees what is assigned to them.

• What your client sees
• Customise the portal with your branding
• Answer a request, a page to send to your clients

Looking for a short answer? See the frequently asked questions.