Answer to-dos
“Send receipts for these 3 charges.” “Was this invoice already paid?” Clients reply right on the to-do, and you see the answer on your side.
Client portal
Give your clients one place to answer you.
Every client gets a simple portal under your firm’s name. They approve bills, answer your to-dos and pick up their reports. You stop digging through email threads to find out what they said.
What your clients see
Only what needs them, nothing that doesn’t.
Clients sign in to a short list: bills waiting for their OK, questions from your team, what they owe, and their latest report. They only ever see their own company.
- “We need from you” lists every open approval and to-do in one place.
- Their bookkeeper is named on the page, with contact details.
- Works in a phone browser, so clients can approve a bill from anywhere.
Bill approvals
Approve or hold, with a reason every time.
When your team needs the client’s OK on a bill, it goes to their portal with your note explaining why. The client sees the bill next to the invoice and decides.
- Approve with an optional note, like “OK to pay Friday”.
- Hold (“Don’t pay yet”) requires a reason, so your team knows what to do next.
- Every decision is logged on the bill’s history for your records.
To-dos, reports & documents
The questions you ask every month, answered in one place.
Text, files or voice notes
Clients answer however is easiest for them: type a reply, attach a file, or record a quick voice note.
Reports and documents
Share monthly reports and documents with the client. They download them from the portal whenever they need them.
Client uploads
Clients send statements, receipts and documents to you directly, instead of attaching them to emails.
Their company only
Portal users are tied to one client. They can’t see other clients, your internal notes or vendor notes.
Invite by email
Invite one or more people per client. They set their own password from the invite link.
On their phone
Fits the way busy owners actually work.
Most of your clients will approve bills between other things. The portal is built to work on a phone screen with no app to install.
See it in a demo
Included in every plan.
The client portal and AP come with every AutoZonBooks plan, for all of your clients.