CLIENT EXPERIENCE
A professional front door for your clients.
A white-labelled, interactive portal where clients upload documents, message your team two-way, approve filings and see real-time status — carrying your practice’s branding, not ours.
Chasing documents over email and losing track of who approved what is a tax on every practice. The Client Portal gives clients one branded place to do their part.
It is interactive, not read-only: clients upload, message and approve, and everything routes back to your team and the right entity.
INTERACTIVE
Clients do their part, in one place.
Clients securely upload requested documents, message your team two-way, and approve or decline filings — each action captured with a timestamp and an audit trail.
- Secure client document upload
- Two-way secure messaging with your team
- Approve / decline with a full audit trail
- Real-time status, deadlines and renewals
WHITE-LABELLED
Your brand, front and centre.
The portal carries your practice’s logo and colours, so the experience looks like yours — reinforcing your brand at every client touchpoint.
Replaces the document chase
How teams put it to work.
Clients upload their year-end documents and approve the financials in the portal, with everything logged against the entity.
Stakeholders access reports and approve items in a branded, secure space rather than over email.
Client Portal — your questions, answered.
Can clients e-sign in the portal?
In the portal, clients review and approve with an auditable action. For signed engagement letters and proposals, Atlas has a dedicated e-signature flow (see Billing & engagements).
Is it really white-labelled?
Yes — the portal carries your practice’s logo and colours throughout.
Can clients upload documents?
Yes. Clients securely upload requested documents, which route to your team against the right entity.
Explore what else Atlas does.
Give clients a professional front door.
See the white-labelled, interactive Client Portal.