Client portal user guide

Clients of accounting firms using Assisterp can use the secure client portal to interact with their accounting team. You can pay invoices online, review and e-sign engagement contracts, submit custom tax intake forms, upload financial documents, and join scheduled video meetings.

Your accounting firm sends an invitation email when setting up your portal access.

Open the portal invitation email from your firm and select the account activation link.
Create a secure password for your portal account.
If your firm enables two-factor verification, enter the verification code sent to your mobile phone or email.
Select Sign In to access your client portal dashboard.

If you forget your password, select Forgot Password? on the portal login page to reset your credentials.

Portal dashboard and action items

When you sign in, the portal Dashboard displays a summary of your active items with your accounting firm:

Pending Tasks: Outstanding document requests or questionnaire responses requested by your firm.
Unpaid Invoices: Outstanding invoices requiring payment.
Pending Contracts: Engagement letters or proposals awaiting your electronic signature.
Upcoming Meetings: Scheduled consultations or review calls with meeting links.

Review and pay invoices online

You can view itemized billing details, pay outstanding invoices online, and monitor retainer balances.

Select Payments from the portal sidebar.
Review your invoice list showing invoice numbers, dates, descriptions, and totals.
Open Make a Payment and choose what you are paying:
- Pay Invoice to settle an outstanding invoice.
- Custom Payment to pay an amount you enter yourself.
If you chose an invoice, pick it under Select Invoice.
Choose your payment method.
Select the pay button, which shows the amount you are about to pay — for example Pay $1,250.00. It reads Processing… while the payment goes through.

Your payment then appears in your payment history.

Review and e-sign engagement contracts

Your accounting firm sends engagement letters, proposals, and fee agreements to your portal for review and electronic signature.

Select Contracts from the portal sidebar.
Select a contract marked Awaiting Signature to open the document viewer.
Read the engagement agreement terms.
Select Sign Contract.
Type or draw your signature in the electronic signature modal and select Confirm Signature.

Assisterp attaches your electronic signature, records a verification timestamp, and generates a downloadable PDF copy for your records.

Submit custom intake forms and service requests

When your firm needs tax questionnaires, year-end checklists, or new service requests filled out:

Select Service Requests from the portal sidebar.
Select Request Service, then choose the service you need.
Work through the form, completing the required fields and uploading supporting documents where prompted.

Your request goes to your accounting team, who review it and set it up on your account.

Upload tax documents and access firm files

Use the secure document vault to upload receipts, bank statements, and tax slips, or download completed returns delivered by your firm.

Upload documents to your firm

Select Files or Documents from the portal sidebar.
Open the appropriate folder (such as Tax Year 2026 or Receipts).
Select Upload Files or drag files directly into the upload area.
Select the files (PDF, JPEG, PNG, Excel) and select Confirm Upload.

Download completed reports

To download financial statements, filed tax returns, or notice of assessments delivered by your firm, open Files, select the folder, and select the download icon next to the file.

View your meetings

Scheduled Meetings: Select Meetings from the sidebar to view upcoming calls. For video calls, select Join Video Call at the scheduled meeting time to launch the meeting room.