Introducing the Finye client portal
A branded space where clients view requests, supply information, approve work and sign documents without email back-and-forth.
We're excited to launch the Finye client portal — a branded, secure space where your clients can see what you need from them, supply it, approve work and sign documents. No more chasing replies buried in email threads or hunting for the latest version of a file.
What clients can do
The portal gives each client a clear view of their relationship with your practice. Everything lives in one place, presented under your firm's name and colours.
- See open requests — outstanding items you've asked for, with status and due dates.
- Upload information — documents and answers attach straight to the relevant job in Finye.
- Approve work — sign off on returns, statements or proposals with a clear audit trail.
- E-sign documents — legally meaningful electronic signatures, captured in seconds.
Why it helps your practice
When a client uploads a file or signs a document, it lands directly on the connected job — no re-keying, no re-filing. Approvals and signatures are timestamped and recorded, so you always have evidence of who agreed to what and when.
Because the portal is tied to your unified Clients and Contacts records, the right people see the right requests. A contact at a business sees only their organisation's items, and access reflects the roles you've set.
Built around how you already work
Requests in the portal map to the jobs, checklists and templates you already run in Finye. Ask for a document on a job and it appears in the client's portal automatically. When they respond, the job moves forward. Reminders and SLAs keep gentle pressure on outstanding items so nothing stalls.
Make it yours
The portal carries your workspace theming — logo, colours and firm name — so clients experience it as an extension of your brand, not a third-party tool. That consistency builds trust and makes the portal feel like a natural part of working with you.
How to get started: Open Settings → Client portal, confirm your branding, and enable portal access for a client. Send the invite, and the next request you raise on their job will appear in their portal ready for them to action.