Active access
2
Open requests
2
Draft messages
1
Audit events
3
Access Boundary
Review before client visibility
Client Portal supports controlled document requests, client-visible status, and communication review while keeping professional judgment, regulatory verification, and client authorization checks with the responsible practice.
Portal Access
Client Access Controls
Invite status, visible client state, and access posture stay reviewable before a client sees workspace updates.
Santos Trading
Maria Santos · maria@santostrading.example
Document request open
Last activity: Today
Reyes Dental Clinic
Ana Reyes · admin@reyesdental.example
Portal invite under review
Last activity: Not invited
Dela Cruz Foods
Paolo Dela Cruz · finance@delacruzfoods.example
Review update prepared
Last activity: Yesterday
Document Requests
Open Client Requests
Requests connect client-visible tasks back to engagements, document controls, and responsible professional review.
Upload missing purchase invoices for monthly filing readiness.
Santos Trading · Owner: Owner CPA
Due: Today
Confirm business registration and current BIR certificate details.
Reyes Dental Clinic · Owner: Owner CPA
Due: This week
Confirm receipt of quarterly reporting packet.
Dela Cruz Foods · Owner: Manager
Due: Done