Within the software there is an online client portal. This allows you to upload PDF documents to a secure portal account, per client, for them to view and agree the documents online to provide a digital signature. 

To create the portal account you would select portal in clientbase and then choose create agent account. This will use the email address entered through Tools / user setup / agent. If you are running the software across a network, all users will need to have the same email address entered. This is where the notifications that documents have been agreed will be emailed to, so if you have an accounts@ or info@ address that can be accessed by multiple users then it would be advisable to use this email address.

Once the portal account has been created, you would then create an account per client. This is done by selecting the client and choosing Portal / Create Client Account. Once a client has a portal account created, in accounts or tax if you select file / export as PDF it will ask you to upload the file to the portal. This means your client can log into their secure account to view and agree the document online. When agreed you will be notified, via email, to confirm the digital signature.

The portal can also be used to upload payslips via payroll to the employer and the employee. A guide on using the portal is below.

The portal is included in the software at no extra charge.