Client Portal
My Compliance & Firm Communication
Track pending actions, service status, documents, messages, bills and firm updates from one place.
{% 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 %}
{% set client_tabs = [
('overview','Overview'),
('pending','Pending From Me'),
('services','Services'),
('documents','Documents'),
('billing','Invoices & Payments'),
('messages','Messages'),
('reports','Reports')
] %}
{% for code, label in client_tabs %}
{{ label }}
{% endfor %}
{% include "modules/clients/templates/clients/portal_partials/overview.html" %}
{% endif %}
{% endblock %}