The client portal and statements
Give your clients read access to their books, creation of their sales invoices and their monthly statements.
The client portal gives the firm's client direct but fenced-in access to their own TeeBooks file: they browse their books, create their sales invoices and see their deadlines, without ever reaching the firm's other files.
Invite a client
- 1Open the client's Client info sheet in TeeBooks.
- 2In the Client portal card, enter their email and send the invitation.
- 3The client sets a password and lands straight in their books, limited to reading and invoicing.
- The client sees their deadlines (taxes, remittances, instalments) and the notes you choose to share.
- They can create and send their sales invoices: entries post under your rules, nothing to retype on your side.
- The monthly statements sent to their own customers are viewable through a secure public portal.
The client portal requires the TeeBooks Plus plan.