Review checklist book
Review Checklist

A comprehensive checklist to organize your year-end tasks and wrap up your close. Better, smoother and faster!

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A comprehensive guide for accountants and bookkeepers.

Client Portal For Accountants

Client Portal For Accountants

client portal for accountant

Being an accountant or running an accounting firm with hundreds of clients is not a piece of cake, and it gets challenging and chaotic when it comes to addressing the doubts and queries of individual clients. 

Communication between accountants and their clients has always been long and tiring. It begins by addressing all the doubts and queries, dotting them into an excel sheet or Google doc, drafting the email, attaching the files, and sending out the email while simultaneously waiting for the client's reply. With such tedious work, it's no wonder accountants get exhausted and tired during the peak seasons.

Here's where Client Portal steps in:

Now you can exchange files effortlessly and respond timely without going back and forth. It's an opportunity to connect with your clients in real-time and be there for them when they need you, not when you can be available. You can also add multiple client users in a thread, which bridges the gap between sending messages via one another and closing the issue once it is resolved.

Both you and your client can raise a query at any time. In case of further assistance, start the thread again, and the query's status will be updated on both ends, whether it's Open, To Review, or Resolved. Neither you nor your client has to wait for a response to their question.

Check out our latest addition to the Xenett family, which promotes efficient collaboration and smooth communication with clients.

The idea behind creating Client Portal was to establish an end-to-end connection that is quick, responsive and encourages proactive communication instead of delayed responses that eventually hamper both the review and close process.

Client Portal makes it easier to resolve queries instantly by providing a smooth platform and easy navigation. 

No hustle, no delays, no email trails, and certainly no running behind clients to get fast responses. Client Portal keeps you proactive without going back and forth.

Get a glimpse of how Client Portal will help you communicate with clients effortlessly and build successful partnerships.

In 4 simple steps, you're all set to enjoy seamless communication with your clients. 

1.) Invite your client

Log into Xenett and select the speed mode. Go to the client settings, enable the client portal option, and enter your client's information. When you input the details, an invitation email will be sent to your client.

2.) Ask questions 

With the easy-to-ask option, you can ask multiple questions about a particular transaction or bulk transactions.

3.) How will the client answer your queries?

When clients receive your queries, they will be notified and will proceed to the comment section to answer the query by filling in the information and sending any necessary documents or files if required. 

4.) Client Portal-Accountant View     

Once you receive your client's response, you can quickly rectify the errors right then and there without going back and forth.

Custom Domain (Coming Soon)

Our favorite feature of all: customize your branding page by adding a name, pictures, and domain of your choice and give your clients a personalized experience without letting them know about Xenett. The layout and design can be tailored to suit your preferences. This way, you keep your business and clients close to your heart by providing an end-to-end connection.

Cheers to easy and quick communications - Client Portal

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