Sebastian de GoeijShort answer
The client portal and iOS and Android app are where clients deliver documents, answer questions, create invoices and follow their numbers, under your firm. Invite users per administration, set permissions per user and let clients connect document sources. Unlimited portal and app are included in the Firm plan.
Key takeaways
- One place for delivery, questions, invoices and figures.
- One account for several companies, permissions per user.
- VAT overview (Exact Online), P&L, revenue and costs.
- Unlimited in the Firm plan.
Setting up a new client
Invite, set permissions, connect sources, point to the app, enable invoicing or approvals if needed, and let the first questions go out.
FAQ
Questions about this topic.
Included without limit in the €50 per month Firm plan.
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