Client portal

The end of chasing documents by phone.

The fifth e-mail to a client about bank statements. Receipts photographed on a tablecloth, sent in three threads, half missing. You know it — and it costs you hours every month.

The portal turns it around: the client sees what you need, uploads documents themselves, and Evidenta reminds them of missing items for you. You just watch the list fill up.

Sample data

Evidenta’s client portal as the client sees it: 12 pending requests and the Documents needed list with an Upload button for each obligation.

The e-mail your client receives in your firm’s name: a request for documents for the Q1 2026 VAT return — issued invoices, received invoices and bank statements — with an Upload documents button.

Client portal: the Documents needed list with a deadline and an Upload button for each obligation.

Sample data from the Evidenta app

Checklists that chase for you

Say once what you need from a client each month. Reminders then go out by themselves — politely, persistently, without your time.

A link for those who won’t log in

Some clients simply will not have an account. They get a secure link — click, upload, done.

Everything with the right client

Whatever the client uploads lands straight in their folder in Evidenta. No forwarding, no “where did I put it”.

Invoices and contact roles in the same place

In the portal the client also sees your invoices and pays them by QR code. For every contact you decide what they receive: documents and deadlines, billing, or everything.

Your clients get their own page explaining how the portal works and how their data is protected — For clients.

Documents on time. Without a single phone call.

We’re preparing the launch. Leave us your contact and you’ll hear from us first.

I’m interested