Honest note: the client portal is not live yet. It’s in active development and will roll out to Webnua practices when it meets our bar. Everything below describes what we’re building, not what ships today; the rest of the platform is live now.
Make leaving a hassle worth avoiding.
Secure document exchange
Clients will upload and sign documents in a secure space: no more chasing attachments across email threads.
Messaging in one place
Questions and answers will stay organised per client, not scattered: a calmer, more professional experience for both sides.
Switching costs, in your favour
Once a client’s history lives in your portal, moving elsewhere means starting over, so they stay, year after year.
A calmer way to work with every client.
Each client gets a secure space
Branded to your practice and set up when they come on board. No software for them to install, just a login.
Documents flow both ways
Clients upload records and sign off; you share accounts and returns. All encrypted, versioned and searchable, instead of buried in email.
Messages stay in context
Questions and answers live next to the documents they're about: no more hunting through inboxes to find what a client actually asked.
Their history builds up
Year after year, a client's whole record lives in your system, so switching away means starting over, and almost nobody bothers.
Designed for the way practices really work.
Encrypted in transit and at rest: a safe home for sensitive financial records.
Ask for exactly what you need and get documents approved without the paper chase.
Threaded conversations per client, kept beside the work they relate to.
Clients will see your practice, not a third-party tool. It feels like yours because it is.
Works in any browser and on the phone: a login is all they'll need.
Access controls and a clear record of who saw what, in line with data-protection rules.