Managing client records, contacts, and client portal access Learn more about Client Management
15 articles
Adding a Client
Create a new client record with contact details, engagement types, manager roles, and custom fields
Updated 21 March 2026
Managing Contacts
Add, edit, and remove client contacts, set a primary contact, and control their portal access permissions
The Client List
Browse, search, filter, and bulk-manage clients from the main client list with saved views and exports
Client Overview
Understanding the client overview dashboard with KPIs, tasks, deadlines, and financial charts
Editing Client Details
View and edit client information including manager roles, key dates, addresses, and custom fields
Client Documents
Browse, upload, and organise documents on a client's Documents tab with sections, categories, and tax periods
Client Tasks
Create, assign, and track tasks on a client's Tasks tab with statuses, deadlines, and time tracking
Client Invoices
View, create, and manage invoices directly from a client's Invoices tab with quick filters and actions
Client Processes
Create and track multi-stage workflow processes for a client from templates with stage-by-stage progress
Client Signing Requests
Track digital signing requests for a client, view signature status, and resend outstanding requests
Companies House
Link a client to Companies House to view live company data, officers, filing history, and confirmation statements
HMRC Authorisations
Manage HMRC agent authorisations, view tax obligations, and track filing deadlines for individual clients
Client Messages
Send and manage secure messages with a client's contacts through the Fortium portal
Portal Access
Grant, revoke, and manage portal access for client contacts so they can upload documents and view messages
Client Onboarding
Run the per-client onboarding flow to assign manager roles, set key dates, and configure engagement types