The client portal — how it works

What clients see

Each client has a single, permanent portal link. When they open it, they see:

• All open document requests from your firm, with a checklist of what's needed
• Their upload progress (e.g., "3/6 submitted")
• Completed requests (shown with a green border)

The portal shows your firm's name and brand color — not idutax branding. From the client's perspective, it's your firm's system.

No account required

Clients do not need to create an account, choose a password, or download an app. They click the link and upload. This is deliberate — account creation is the most common reason clients don't use portals.

Uploading documents

The client sees each item in the checklist with a description of what's needed. They click Upload next to an item, select their file, and it's submitted. Supported formats:

• PDF, JPG, PNG, WebP (photos, scans)
• Word documents (.doc, .docx)
• Excel files (.xls, .xlsx)
• CSV files

File size limit: 50 MB per file.

What happens after upload

• The item shows as Submitted in the client's portal
• You receive an email notification: "[Client name] uploaded [document name]"
• When all required items are submitted, both you and the client receive a completion notification

The permanent link

The same link shows all requests — past, present, and future. When you create a new request for a client, it appears automatically in their portal the next time they visit. You do not need to send a new link.

Where to find the link:

• Client Detail page — green banner at the top
• After creating a request — "Create & get link" step

If a client loses the link

Send them the link again from the Client Detail page. Click Copy link and share via whatever channel works for that client.