ProductClient portal

Controlled client collaboration

A front door for clients. Not your internal office.

Audeska gives each activated client a scoped place to receive record requests, upload against the right engagement, follow appropriate progress and access only what the firm has deliberately shared.

See the portal boundary Follow the client journey
Client collaboration boundaryIllustrative system
Record requestSpecific to engagement and period
Client uploadReceived into firm review
Shared documentReleased by authorised firm user
CorrespondenceFormal client-facing communication
Scoped client portalOwn context only
Optional per clientThe firm chooses which client relationships receive portal access.
Request-linked uploadsRecords arrive against the work they support, not as unclassified inbox attachments.
Explicit firm releaseClients see their context and information the firm has made available—never internal review by default.

A clearer exchange

Replace scattered follow-up with a visible request-to-review journey

The client knows what is needed and where it belongs. The team knows what arrived, which request it satisfies and what still requires review.

01ActivateThe firm enables portal access for the appropriate client relationship.
02RequestThe team asks for a defined record against a client engagement and period.
03UploadThe client responds in context with the requested file and supporting detail.
04ReviewThe upload remains within firm control until its review state is resolved.
05ReleaseAppropriate documents and communication are separately shared back to the client.

The client experience

Show the next useful action, not the firm’s internal machinery

The portal keeps requests, uploads and released information simple while the practice retains its deeper evidence and review controls inside Audeska.

1
Clear requestsRecord name, engagement context and what the period requires appear together.
2
Visible response stateThe client can distinguish what remains requested from what has been received.
3
Appropriate progressClient-facing status can inform without exposing review notes or internal exceptions.
Client A · Records requestedIllustrative interface
Sales registerSpreadsheet · Current filing period
Upload record
Purchase registerSpreadsheet · Current filing period
Requested
Bank statementPDF · Complete month
Received
Return acknowledgementReleased to the portal by the firm
Shared

Designed boundary

Collaboration crosses the boundary. Internal control does not.

The two sides remain related through the engagement while exposing different information and actions.

Inside the practice

Firm-only operating context

  • Internal task dependencies and blockers
  • Reviewer notes and technical decisions
  • Unreleased working papers and evidence versions
  • Internal comments, ownership and readiness state
Inside the portal

Client-appropriate context

  • Own engagements and structured record requests
  • Own uploads and response status
  • Documents the firm explicitly shares
  • Formal correspondence and suitable progress

One exchange, less ambiguity

Each participant gets a clearer operating surface

Client

Know what the firm needs

Respond to a defined request without reconstructing context from email history.

Associate

Receive records in context

See which requirement an upload satisfies and what remains outstanding.

Manager

Control client visibility

Keep internal review and external release as separate decisions.

Partner

Protect the relationship

Give clients a professional experience while keeping the practice’s controls intact.

A more controlled client experience

See what collaboration looks like when every exchange has context

We will show the request, upload, review and explicit sharing journey from both sides.

Request a portal walkthrough

Next: know what is genuinely ready before sign-off.

Explore inspection readiness