Give every client a secure login with email verification. They can view their invoices, orders, cases, documents and tasks, upload documents and payment proof, download invoice PDFs and message you on a task — so they stop chasing you for status.
The challenges
- Clients phoning and messaging all day for invoice copies and status.
- Documents arriving through WhatsApp and email.
- Payment proof screenshots that go missing.
- Staff time spent answering the same questions.
Example workflow
- The client registers and verifies their email.
- They log in to see their invoices, orders, cases, documents and tasks.
- They upload documents and payment proof directly.
- They download invoice PDFs and message you on a task whenever they like.
How Taxwise helps
Secure client login
Email-verified accounts with access limited to the client’s own records.
Invoices, orders and tasks
Clients see where things stand without calling you.
Uploads
Documents and payment proof go straight onto the right record.
Messages and PDFs
Clients message you on a task and download invoice PDFs any time.
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