Enhance your client connectivity

Transform the collaboration experience with an innovative platform that streamlines communication and enhances productivity.

Man working on a laptop
Women working on a laptop

Client portal features

Ask and resolve any queries effortlessly

Raise questions and enjoy faster responses. Get all your transactional and non-transactional queries answered in record time and get the most out of your collaboration time. The client can give a suggested GL, a class for any transactional queries.

Missing information on bill copy

Uncategorized transactions information

Financial review-related questions

Client onboarding-related queries

Client portal ask a question feature
Client portal custom branding feature

Custom branding

Customize your user domain with your practice name and logo for an eye-catching appearance and a personalized experience. Make your professional accounting practice stand out, and collaborate confidently.

Set auto-reminders

No more back and forth chasing your client again! Set email notification preferences and create scheduled reminders for each client to ensure you are always up to date with their accounts.

Xenett client portal feature screen

Reimagining what it means to collaborate

Connect with your clients, exchange information, and communicate with confidence

Mobile responsive platform

Get instant responses from clients no matter where they are. Say goodbye to laptop dependency. With our mobile-friendly platform, your clients can respond to your queries quickly, so you are never waiting for a response again.

Xenett client portal mobile screen
Xenett client portal feature screen

Create magic link

Eliminate the hassle of exchanging login credentials with your clients. Quickly create a magic link with or without a password that effortlessly grants your clients access to the client portal.

Template questions

Eliminate the hassle of typing lengthy questions repeatedly. Use template questions from the customizable snippets and submit the question quickly.

Xenett Client Portal create template feature screen

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