Enhance your client connectivity
Transform the collaboration experience with an innovative platform that streamlines communication and enhances productivity.
Why Xenett's client portal!
Ask and resolve queries effortlessly
Enjoy faster responses to your queries. Organized and fast, your transactional or non-transactional queries are answered in record time. Say goodbye to scattered mails and chaotic communication.
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Uncategorized transactions information
Financial review-related questions
Client onboarding-related queries
Custom branding
Customize your user domain with your practice name and logo for an eye-catching appearance and personalized experience for your client. Make your professional accounting practice stand out, and collaborate confidently.
Set auto-reminders
No more back and forth chasing your clients. Set email notification preference and create scheduled/ recurring reminders for each client to ensure you are always up to date with their accounts.
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.
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.
No more lost and cluttered emails and excels! Easily attach files and get quick responses.
Get StartedVoice note
Why type when you can speak? Now you can add voice notes while communicating with your team and clients!
Recurring question
Set recurring questions with customizable frequency. Send recurring questions to your clients with automation.
Draft question
Draft questions enables you to review and edit the questions your junior staff have for your clients.
Private question
Safegaurd your privacy by sending questions privately without the involvement of the whole team.
Snippets
One click equals one question with snippets! You can now create your own snippets and save on precious time!
The advantages that you enjoy!
Automate the routine
Automate follow-up emails and recurring questions with customizable frequency.
Enhance client engagement
Get super fast responses with a mobile-friendly portal, allowing on-the-go responses.
Elevate your brand
Use the custom branding feature to create a personalized experience for the client making a lasting impact.
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