A secure client portal, in your firm's name.
Your clients receive their documents, upload their files, sign, write to you and pay their invoices. You follow everything from one screen, and the reminders go out on their own. The portal is included in the Premium plan.
Request documents without chasing them
You send a request: bank statements, slips, the list of what's missing. Your client sees right away what to provide and uploads the files in the right place. Reminders are set once for the whole firm: a reminder every few days, a nudge before the due date, a cap so you never pester anyone. They stop as soon as the document arrives. Your frequent requests become templates, and you can schedule a request in advance.
Get documents signed in a few clicks
Upload a PDF, place the fields exactly where your client must sign, and follow the signature to the end. Your client signs on a computer or a phone. Each signature is stamped into the PDF with the date and time, and Ledger records the signer's IP address and consent. A frozen copy of the signed document is stored separately: no one can change it, not even your firm.
Confidential messaging
A direct channel with each client, organized by topic. You see when your client has read your message. Attach files or a document already in the portal, and leave internal comments your client never sees. The email notice does not contain the message: it invites your client to read it in the portal.
Documents in the right place
Each client has three spaces. Uploaded by the client: what they send you. Shared with the client: their financial statements, letters and documents to sign. Internal: your working files, which the client never sees. With the Windows desktop agent, your clients' documents are also on your computer, in a Ledger drive organized like the portal.
Questionnaires that come back every year
Build your questionnaires, in French and English, and send them through the portal. The next year, they go out with last year's answers: your client reviews, confirms or corrects them. Files are never carried over, so last year's slip can't pass for this year's. Social insurance numbers entered in a questionnaire are encrypted.
The hub: the whole portal on one screen
All your clients, their requests, signatures and messages, without opening files one by one. The whole firm sees the same portal. View as client shows you exactly what your client sees.
In your name, in Canada
The portal carries your firm's name and can live on your own domain, for example client.yourfirm.ca. Your client chooses French or English. Data is hosted in Canada, encrypted and backed up automatically, and your firm can require two-factor authentication for the whole team.
Frequently asked questions
How much does the client portal cost?
It is included in the Premium plan: $2,000 a year with one user, and $750 per additional user. The plan also includes all the file work and the questionnaires.
Do my clients need to install anything?
No. They sign in from their browser, on a computer or a phone, with their email and a password, or with a sign-in link sent by email.
Can my clients see my working files?
No. Documents in the Internal space are never visible to the client, who does not even know they exist.
Does a client with several companies need several accounts?
No. They switch from one company to another at the top of the screen.
Where is the data hosted?
In Canada. It is encrypted and backed up automatically.
Open your portal during the trial.
45 days free, no credit card.
Start a 45-day free trial