Client Portal Module for Qatar

Secure client portal for documents, requests and real-time status

Replace email chaos with a structured portal where clients upload files, respond to requests (PBC), and see engagement status — while your team stays in control with permissions, audit trails and approvals.

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PBC requests Secure uploads Status tracking Approvals
What teams achieve with the client portal
High trust
  • Fewer follow-ups: requests are clear, tracked and visible
  • Faster collections: clients upload directly to the right place
  • Better accountability: full activity history per request/file
  • Confidential sharing: role-based access for client users
  • Cleaner delivery: final outputs shared securely without attachments
  • Less risk: controlled downloads and consistent naming/folders
Tip: Use templates to reuse standard request lists and stages across recurring engagements.
Requests
Structured PBC requests with statuses and due dates.
Documents
Secure uploads, folders, permissions and controlled sharing.
Visibility
Clients and staff see real-time progress without emails.

Client portal features that reduce friction

Designed for confidential workflows like audit, accounting, advisory and projects.

PBC requests & status tracking
Create request lists, assign owners, set due dates and track statuses like Requested → Received → Under Review → Approved.
Secure uploads & folders
Clients upload files directly to structured folders. Reduce wrong files, duplicates and email attachments.
Role-based access (RBAC)
Control what each client user can view or upload. Keep internal-only working papers separate from client views.
Approvals & review cycles
Add internal review steps to reduce rework and keep engagement quality consistent.
Activity history & audit trail
See who uploaded, downloaded, commented or changed a status — helpful for audits and disputes.
Deliverables sharing
Share final reports and outputs securely inside the portal, with controlled access and clear delivery records.

How the client portal fits your workflow

The portal connects directly with your Zeyora modules — CRM, Projects, Documents and Reports — so requests, files and timelines stay in one place.

Audit & Accounting
PBC list, evidence uploads, review, issuance and archive.
Client projects
Milestones, deliverables, approvals and file sharing with visibility.
Advisory & consulting
Requests, questionnaires, shared documents and sign-offs.
Ongoing support
Recurring requests and a clean record across months/years.
Note: The client portal supports multiple client users per company, with permissions to match your policy.

Typical portal flow

Simple for clients. Controlled for your team.
1 Invite clients
Create client users and assign portal permissions.
2 Publish requests
Add PBC requests with due dates and owners.
3 Upload & respond
Clients upload documents to the right request/folder.
4 Review & approve
Your team reviews and marks Approved / Rework needed.
5 Deliverables
Share final reports securely and keep an archive.

Security built for confidential client files

The portal is designed for sensitive documents and strict control requirements.

  • Role-based access control (RBAC) for staff and client users
  • HTTPS/TLS encryption in transit
  • Multi-tenant separation between companies
  • Action history (uploads, downloads, status changes)
  • AWS-hosted SaaS infrastructure for high physical and platform security

Backup safety & business continuity

We follow multi-layer backup practices so your portal data remains safe.

  • Automated database backups (scheduled)
  • File-level backups for uploaded documents
  • Off-site copies for disaster recovery
  • Retention policy options (daily / weekly / monthly)
  • Restore testing support as a best practice
Need a strict retention policy? We can align backups and recovery objectives to your firm’s requirements.

Client portal FAQs

Quick answers before you request a demo.

Yes. Clients can see which requests are pending, received, under review, approved or need rework — so follow-ups become structured.

Yes. Zeyora supports role-based access so you can control visibility for documents, folders and portal actions for each client user.

Zeyora is an AWS-hosted SaaS platform. Backups are multi-layered (database + documents), with retention policies such as daily/weekly/monthly and off-site copies for disaster recovery.

Yes. The portal works for audit PBC requests, advisory engagements and project-based deliverables. You can structure requests, tasks and files around your workflow.

Want a client portal that clients actually use?

Get a demo focused on requests, uploads, permissions, approvals and reporting.

Request demo