What is client portal? Meaning and explanation

A client portal is the digital meeting point between firm and client. Instead of separate emails, file transfers and phone calls, the client has one place to see what is expected of them, upload documents and find information. Many portals also have an app, so receipts can be delivered straight from a phone.

For a firm, the client portal largely determines how quickly documents and answers come in. The easier delivery is, the less time goes into chasing. A portal only works if clients actually use it, so it has to be easy to use and offer real value, such as insight into their own figures or the ability to send invoices.

Autoboeker's client portal is an environment and an app for iOS and Android under your firm. Clients answer client questions about invoices and bank transactions, deliver documents via drag-and-drop and connect sources such as Gmail, Outlook, WhatsApp, cloud storage and Mollie. They see profit and loss, revenue and costs, and for Exact Online a VAT overview. One account can manage several companies, with permissions per user. The client portal is included without limits in the plan.