When this article is for you
You're a tax advisor who has been invited by one or more clients, and you want a map of the portal: what the dashboard tells you at a glance, and what lives on each tab once you open a client. If you haven't been invited yet, see invite your tax advisor for the client-side flow — the client invites you by email, and your advisor account is created when you accept.
The dashboard
Signing in as an advisor lands you on the dashboard. At the top, four summary cards across all your clients: Clients, Pending, Flagged, Reviewed. Below that, one card per client:
- Country and tax regime — the client's country flag plus their tax-regime label. Regime profiles exist for 7 countries; Cyprus and Germany are validated, and the others carry a visible "pending native tax-expert review" warning until they are.
- Open invoices — the open amount in the client's base currency.
- Unmatched transactions — the count of bank transactions still waiting for work; it turns amber above 5.
- Deadline pill — the next tax deadline; red when it's 3 days away or less, amber within 7 days.
- Bookings status — "current" when the latest bank transaction is no older than 14 days, otherwise "behind".
- Last upload and a review-progress meter.
The cards are sorted by urgency, not alphabetically: flagged items weigh ten times as much as pending ones, and an imminent deadline pushes a client further up. The client that needs you today floats to the top. A search field filters the client list instantly.
The period selector
Everywhere in the portal, a period selector sets the accounting period you're working on: a year stepper plus month or quarter pills — monthly VAT filers see months, everyone else sees quarters — plus "Full year", "All time", and a custom date range. The selection lives in the URL, so it survives tab switches and can be shared as a link.
The client workspace — six tabs
Clicking a client card opens their workspace with a sticky header and six tabs. Switch tabs with the ← / → arrow keys.
- Invoices — the review workbench: issue buckets, document preview, approve/flag actions, and the hard receipt gate. See the review queue, explained and the VAT workbench.
- Transactions — the work queue for bank transactions: seven buckets, receipt requests, bulk clearing, and smart cohorts for internal transfers and owner deposits. See the transaction work queue.
- Period — the VAT return card (input VAT, output VAT, payable or refund due), review stats, a VAT breakdown by rate, and a 10-item pre-export checklist where every item deep-links to the work it counts. See period checklist and VAT return prep.
- Income & Expenses — add entries the books are missing (cash income, out-of-pocket expenses) with a form that adapts to the client's tax regime.
- Reports — CSV downloads, a 5-sheet accounting workbook (XLSX), a receipts ZIP, and export history.
- Settings — the client's tax regime, which you can switch behind a two-step confirm (applies going forward, fully audited).
Workspace search
Press Cmd/Ctrl+K anywhere in a workspace to search that client's data. Type at least 3 characters; results come back grouped into Invoices, Transactions, Documents, and Partners, up to 5 per group. Search never crosses clients — isolation is enforced on the server.
You are not read-only
The advisor role is bounded, audited write access. You can approve, flag, correct invoice details, categorize and clear transactions, set VAT rates, create categories, add income and expense entries, request receipts, and export — but you can never touch billing, team management, or delete anything. Every write is logged and appears in the client's activity feed with your name and role. See what your tax advisor can and cannot do for the full boundary.
Troubleshooting
The dashboard is empty. No client has invited you yet, or an invite is still unaccepted. Check your email for the invite link; the client sends it from their Settings.
A client disappeared from my dashboard. The client revoked your access. Revocation is immediate and also deletes your per-document decryption keys. If it happens mid-session, the portal detects it, tells you, and returns you to the dashboard. Ask the client for a fresh invite if it was a mistake.
A client's tax regime shows a warning marker. That country's regime profile is still pending native tax-expert review. The numbers still compute; treat regime-specific conclusions with professional judgment.
Related
- The review queue, explained — how invoices move through review
- The VAT workbench — the Invoices tab in depth
- The transaction work queue — the Transactions tab in depth
- Period checklist and VAT return prep — closing a period
- Onboarding a new client as a tax advisor — getting a new client set up