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.
What can clients use the portal for?
Answer questions and upload attachments
Review files, attachments, and published Management Reports
Interact with published Interactive Financials
Submit questions to the bookkeeping team
Complete tax organizers and bank feed connection requests
Is there a client portal mobile app?
Yes! Complete with mobile push notifications and a user-friendly interface.
More on the client portal mobile app 👉 HERE!
Custom branding: Whitelabel the client portal
The Client Portal can also be white-labeled!
Whitelabeling 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, questions@doublehq.com).
Custom branding example
A tour of the client portal
Follow Sage as we send a question in Double, and then navigate the Client Portal as a contact!
Be sure to check out the whole Getting Started with Double series on our YouTube channel!