Client portal

Create clients

Create clients cleanly and keep them separated from your own workspace.

A client represents a separate professional entity within the workspace. Documents, requests and exports must remain assigned to the correct client.

Record master data

Enter name, country, address, tax identifiers and internal reference. Use unambiguous names so similarly named entities are not confused.

Profile and responsibility

Assign country profile, responsible team members and intended export routes. Store only information required for the agreed invoice process.

Before the first document

Verify the client context during upload and document requests. A later reassignment should be traceable and checked again before export.