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A client portal your clients actually use.
Clients upload invoices, statements and documents whenever it suits them, and consult what you share with them. Everything lands in the right client file, without e-mail attachments.
Illustrative example
In short
The Doxxi client portal is a secure web environment linked to the client file. Clients upload documents 24/7 and see only what is meant for them, while your team works on in Doxxi without forwarding a single e-mail.
The problem
E-mail is not a document exchange
Documents arrive as attachments, in the wrong mailbox, without context. Someone has to save, rename and file them, and the client never knows whether something arrived.
- Attachments in personal mailboxes
- Saving and renaming by hand
- Sensitive data sent by plain e-mail
- Clients asking whether it arrived
24/7
Clients upload and consult documents whenever it suits them.
From upload to the client file
Invite the client
The client gets secure access to their own space.
Client uploads
Invoices, statements and documents, from any device.
Filed in the client file
Uploads land in the right client file with the right metadata.
Share back
Your team shares annual accounts and reports back in the same portal.
See it in action
Illustrative example. Product video coming soon.
What clients do in the portal
One secure place per client, linked to the client file in Doxxi.
Questions
Is the client portal secure?
Yes. Each client sees only what is meant for them, access is controlled per file and every action is logged in the audit trail.
Do clients need to install anything?
No. The portal works in the browser on any device.
Where do uploaded documents go?
Directly into the right client file in Doxxi, with the right metadata, ready for your team.
Other Doxxi features for accountants
Digital signatures via Penneo
Engagement letters signed with itsme or eID, filed automatically.
Read moreAML compliance and audit trail
Risk score per client, review dates and proof for every check.
Read moreGive your clients one secure place
Book a 30-minute demo. We show Doxxi based on your own document flows.