Receipts in the portal, not in the inbox.
Request documents, collect signed powers of attorney, settle queries, offer appointments — your clients do it in one portal under your firm’s brand. Your firm works with complete records.
Sound familiar?
- Receipts arrive as phone photos by email, spread over five messages — and the most important one is missing.
- A deadline is coming up, and your team reminds every client individually about missing documents.
- Queries about single receipts run over phone and email — later nobody knows what was settled.
- Powers of attorney and engagement letters get printed, signed, scanned and sent back.
- Reports and tax assessments go out as attachments — and a year later the client cannot find them.
This is what solved looks like.
This is what a client portal for your firm could look like — assembled from building blocks that exist in Portenia today, without a line of code. Names and figures are examples.
Request documents — with reminders
Request missing receipts with a form request: the client gets a secure link, reminder emails are preset. With workflows, the portal also reminds clients ahead of a deadline on its own.
Documents with folders, versions and text recognition
A fixed filing structure per client and year. Scanned receipts become searchable; new versions add to the history instead of replacing it.
Sign powers of attorney digitally
Advanced electronic signature with a one-time code and audit trail — for powers of attorney, engagement letters and approvals. It is not qualified; where the law requires the qualified form, you keep your current route.
Queries in chat, appointments by booking
Settle queries in the chat with the client; clients book free consultation slots themselves — synced with your Microsoft 365 or Google calendar.
Approvals, invoices and an AI adviser
Clients approve drafts with a click, your invoices are in the portal. An AI adviser answers questions about the portal — it does not replace tax advice.
Your data stays in your systems
Master data and processing status come into the portal from your databases inside your own network via the connect agent, or via the API. There is no ready-made DATEV integration — what can be connected, we work out together.
Income tax 2025
Documents for your return
3 of 5 in
60 %
- Payroll tax certificateText recognisedUploaded
- Service charge statementText recognisedUploaded
- December bank statementsUploaded
- Donation receiptsUpload
- Tradesman invoicesUpload
Power_of_attorney_2025.pdf
From your firm · due 20 Feb
Hello Mr Albers
Query on receipt 14
Is this invoice private or business?
Three steps to your own portal.
- 1
First conversation
We show you Portenia and work out which documents, processes and data your firm needs in the portal.
- 2
Set up the portal
Your firm’s brand, your folder structure, your request forms — assembled without programming.
- 3
Invite your clients
Your clients upload receipts directly — and your team stops searching the inbox.
See your portal before you decide.
In 30 minutes we show you how receipts, powers of attorney and queries work in Portenia — and what that means for your firm.