Client Portal

Secure & Efficient Communication

We use the Karbon Client Portal to make it easy for clients to stay connected and organised with their bookkeeping.

The client portal

  • Secure File Sharing: Easily upload and download important documents in a secure environment.

  • Clear Task Assignments: View tasks assigned to you with step-by-step instructions and due dates.

  • Automated Reminders: Receive timely reminders for outstanding actions or document uploads.

  • Easy Communication: Access a central hub to stay informed and collaborate with your bookkeeper.

  • User-Friendly Interface: Navigate a clean, intuitive design tailored for a seamless experience.

The portal is designed to save time, reduce back-and-forth communication, and make the process stress-free.

** Users of the Client Portal will have received a personalised invite to set up their access.

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