Client Portal
One invite gives a client their own ledger, their invoices and their TDS certificates — read-only, scoped to their business alone. Most of what your team is emailing today, they can answer themselves.
Their account with you, as at any date, with drill-down to the entry — which ends the monthly ledger request.
Every invoice raised to them, downloadable, with what is outstanding and for how long.
Available the moment they exist, rather than after an email asking for them.
Whatever you choose to share — filed returns, computations, signed financials.
A place to ask, tied to the record it concerns, so the question does not arrive as a WhatsApp message at nine at night.
No other client, no draft work, no internal notes, no ability to post or edit. A portal user sees one business and reads it.
Why it is read-only
Portals that let clients enter their own transactions sound helpful and create a second set of books to reconcile. The entries arrive under the wrong head, at the wrong date, without tax, and somebody in your firm fixes them — which is more work than entering them would have been.
So the portal reads. If a client spots something wrong, they raise it against the record and your team decides what the entry should be. The books stay yours; the visibility becomes theirs.
The ledger request, the invoice copy request, the TDS certificate chase, and the outstanding query. Four emails a month per client, across forty clients, is most of somebody's week.