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The Client Portal gives clients a single, organized space to communicate and collaborate with their bookkeeping team.

The client portal reduces back-and-forth and keeps everything in one place.

- <a href="https://help.doublehq.com/en/articles/6326997-transaction-questions">Transaction questions</a>
- <a href="https://help.doublehq.com/en/articles/6177158-non-transaction-questions">Non-transaction questions</a>

Review files, attachments, and published <a href="https://help.doublehq.com/en/articles/6125647-management-reports-in-the-client-portal">Management Reports</a>

Interact with published <a href="https://help.doublehq.com/en/articles/11973322-interactive-client-financials">Interactive Financials</a>

<a href="https://help.doublehq.com/en/articles/6282262-questions-from-your-client">Submit questions</a> to the bookkeeping team

Complete <a href="https://help.doublehq.com/en/articles/10310195-the-tax-suite#h_4c8c1e8f62">tax organizers</a> and <a href="https://help.doublehq.com/en/articles/11814308-ai-bank-feeds#h_2d889a8a7a">bank feed connection requests</a>

- Answer questions and upload attachments
  - <a href="https://help.doublehq.com/en/articles/6326997-transaction-questions">Transaction questions</a>
  - <a href="https://help.doublehq.com/en/articles/6177158-non-transaction-questions">Non-transaction questions</a>
- Review files, attachments, and published <a href="https://help.doublehq.com/en/articles/6125647-management-reports-in-the-client-portal">Management Reports</a>
- Interact with published <a href="https://help.doublehq.com/en/articles/11973322-interactive-client-financials">Interactive Financials</a>
- <a href="https://help.doublehq.com/en/articles/6282262-questions-from-your-client">Submit questions</a> to the bookkeeping team
- Complete <a href="https://help.doublehq.com/en/articles/10310195-the-tax-suite#h_4c8c1e8f62">tax organizers</a> and <a href="https://help.doublehq.com/en/articles/11814308-ai-bank-feeds#h_2d889a8a7a">bank feed connection requests</a>

Yes! Complete with mobile push notifications and a user-friendly interface.

<b>More on the client portal mobile app 👉  <a href="https://help.doublehq.com/en/articles/9743752-the-client-portal-mobile-app">HERE</a>!</b>

___________________________________________________________

Custom branding: Whitelabel the client portal

The Client Portal can also be white-labeled! 

<a href="https://help.doublehq.com/en/articles/6066686-custom-branding-whitelabel-setup">Whitelabeling</a> allows the Client Portal to be hosted at a custom domain with firm branding, logo, and favicon.

Double also provides easy set up for email notifications, sent from a firm's own email address (rather than the default, <a href="mailto:questions@doublehq.com" rel="nofollow noopener noreferrer" target="_blank">questions@doublehq.com</a>).

High-level overview of the client portal features

Intro to the Client Portal

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Intro to the Client Portal

What can clients use the portal for?

Is there a client portal mobile app?

Custom branding: Whitelabel the client portal

Custom branding example