Client Submission Portal
A dedicated portal where clients upload receipts and see exactly what's been received and processed, so nobody has to ask "did you get it?"
- No set up fees
- No credit card required
- Cancel anytime
Halewood Joinery Ltd
Costs (22)
The client submission portal gives each client a dedicated space to upload receipts and track what's been received, extracted, and approved, cutting down the back-and-forth of chasing receipts by email or WhatsApp. Clients see submission status in real time, so your team stops fielding "did you get my receipt?" questions.
Clients upload directly, no chasing required
The client logs into their portal and uploads a receipt or invoice directly, no email thread, no reminder message, and no waiting on the practice to prompt them.
Halewood Joinery Ltd
Costs (22)
Upload Documents
Choose how you want to upload documents
Status updates without anyone asking
As the receipt is extracted and reviewed, the client sees its status change in the portal, so a "has this been processed yet?" message becomes unnecessary.
The client can see where a receipt got to without emailing to ask.
Clients upload and track receipts, see what's been processed.
Submissions flow straight into normal review
Client-submitted receipts land in the accountant review dashboard alongside receipts from every other capture method, so the practice does not need a separate process to handle them.
Costs (101)
A portal submission is just another row in the practice review queue.
Every client's portal stays private to them
A client cannot see another client's submissions or history, each portal shows only what belongs to that one account.
Rowan & Vale
practice view
Halewood Joinery
own portal only
Selby Trade Supplies
own portal only
Marden Print Co.
own portal only
A client only ever sees their own submissions, never another client's.
Why practices need a dedicated client portal
Receipts scattered across WhatsApp, email, and paper folders make it hard to know what's been received. A single portal gives one place to check, cuts the repeated "did you get it?" questions, and means receipts arrive steadily instead of piling up as a backlog before deadlines.
No scattered channels
One portal replaces the mix of WhatsApp, email, and dropped-off paper a practice might otherwise be juggling.
No repeated status questions
Visible status means clients check for themselves instead of messaging the practice to confirm.
No month-end pile-up
Steady submission through the portal spreads receipt flow out, rather than concentrating it before a deadline.
Practices tired of chasing receipts
Clients with erratic submission habits
A visible portal gives structure to clients who otherwise send receipts in unpredictable bursts.
Practices managing many small clients
A self-service portal scales chasing-free submission across a large client base without extra admin per client.
Clients who want visibility
Some clients simply want to see their own submission history, the portal gives them that directly.
