{% extends "ui/templates/base/layout.html" %} {% block content %} {% include "modules/clients/templates/clients/_client_tabs.html" %}

Client Portal

My Compliance & Firm Communication

Track your compliance status, pending actions, required documents, messages and firm updates.

{% if client_row %}Update My Profile{% endif %}
{% if not client_row %}
We could not find a client master linked to your login email in the current audit firm. Please contact your firm admin to map this login to the correct client record.
{% else %}
Active Compliance
{{ total_engagements or 0 }}
Services / filings
Pending Action
{{ pending_from_client or 0 }}
Required from you
With Firm
{{ with_firm or 0 }}
Being handled
Documents
{{ recent_documents|length if recent_documents else 0 }}
Recent uploads
Outstanding Bills
₹ {{ '%.2f'|format(billing_outstanding_amount or 0) }}
{{ billing_open_count or 0 }} open bill(s)

Compliance Status

Simple client-facing status of your active services.

View All
Pending from You
{{ pending_from_client or 0 }}
With Firm
{{ with_firm or 0 }}
Clarification
{{ clarification_required or 0 }}
Completed
{{ completed_engagements or 0 }}

Latest Messages

View all
{% for note in client_visible_comments[:5] %}
{{ note.task.task_name if note.task else 'Message' }}

{{ note.message }}

{{ note.created_at_utc.strftime('%d-%m-%Y %I:%M %p') if note.created_at_utc else '' }}
{% else %}
No messages yet.
{% endfor %}
{% endif %}
{% endblock %}