Clients
What clients see in the portal
Clients upload files, see their list, their accountants, and notifications. They cannot see or change the books.
Updated 10 October 20261 min read
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Clients can
- Upload photos, PDFs, and spreadsheets, with the same file types and limits as staff.
- See their own document list, including a line if the accountant deleted a file.
- See the accountants assigned to them, with an online indicator.
- Receive notifications, for example when a file is added or removed.
- Set a profile photo and switch between English and Kiswahili.
Clients cannot
- See or edit ledgers, the trial balance, Insights, or Tally.
- See any other business.
- Approve or reject rows.
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- ClientsInvite a client to the portalGive each business its own upload-only login. They never see your ledgers or Tally.
- OrganisingDelete a documentAccountants can delete a document. The client still sees that it was deleted, so nothing vanishes without a trace.
- Account setupEnglish, Kiswahili, and FrenchSwitch the interface language in Settings. Names that come from Tally stay as they were synced.
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