Portal modules
Document folders, service-request tracker, compliance status, task list, secure messages, deliverable downloads, payment status and activity log.
Authentication and storage providers must be connected before handling confidential client documents.
Client portal modules
Secure loginPrepared for authenticated accessOptional MFAPrepared for authenticated accessDocument uploadPrepared for authenticated accessDocument foldersPrepared for authenticated accessService request trackingPrepared for authenticated accessCompliance statusPrepared for authenticated accessTask trackerPrepared for authenticated accessSecure messagesPrepared for authenticated accessSupport ticketsPrepared for authenticated accessDeliverable downloadsPrepared for authenticated accessPayment statusPrepared for authenticated accessNotification preferencesPrepared for authenticated accessActivity logPrepared for authenticated accessConsent controlsPrepared for authenticated accessProfile managementPrepared for authenticated access Confidential client data must not be handled until authentication, access-control rules and secure storage are connected in the production environment.