Settings
11 articles
Settings — Client Portal
What This Does
The Client Portal Settings page lets you configure what features are available to your clients through the client portal. The portal allows clients to view their tasks, download documents, and upload documents — accessible via WhatsApp or the FINEXO client portal.
How the Client Portal Works
- Clients access the portal by sending a message to the FINEXO WhatsApp number: 8619927322
- The client's WhatsApp number must be added as a Contact Person linked to their client profile in FINEXO PMS
- Only clients whose WhatsApp number is registered as a contact person can access the portal
Portal Settings
Main Toggle
| Setting | Description |
|---|---|
| Use Client Portal | Master toggle — enable or disable the entire client portal for your workspace. All sub-settings below are only active when this is ON. |
Client Permissions
| Setting | Description |
|---|---|
| Pending Task | Allow clients to view their pending tasks |
| Task Status | Allow clients to view the status of their tasks |
| Download Task Docs | Allow clients to download documents attached to tasks |
| Download Client Docs | Allow clients to download documents from their client profile |
| Upload Docs | Allow clients to upload documents |
| Upload Docs to Client | Allow clients to upload documents directly to their client profile |
WhatsApp File Upload Server
Select which connected Google Drive account should be used to store files uploaded by clients via WhatsApp.
Tip: Additional Google Drive accounts can be connected under Settings → Integrations.
Download Invoice
| Setting | Description |
|---|---|
| Download Invoice | Allow clients to download their invoices through the portal. Requires Finexo Books to be connected in Fees Tracking settings. |
Note: This feature is only available when Finexo Books is connected. A warning is shown until the connection is made.
Use Own WhatsApp API
| Setting | Description |
|---|---|
| Use Own WhatsApp API | Toggle ON to use your own WhatsApp API instead of FINEXO's default WhatsApp number for client portal communication. |
Note: This feature is only applicable when your business is verified by Meta. Once verified, you can configure your own WhatsApp Business API credentials.
When enabled, the following fields appear:
| Field | Required | Description |
|---|---|---|
| Mobile Number | Yes | Your 10-digit WhatsApp business mobile number |
| Access Token | Yes | WhatsApp API Access Token |
| Phone Number ID | Yes | WhatsApp Phone Number ID |
Click Save Configuration to apply.
White-Label Portal
By default, the client portal uses FINEXO's own branding. CA firms can also set up a white-label portal with their own firm name and logo.
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