Client Portal / Messages

Portal Messages

Prepare and review client-facing portal messages before they become visible to client contacts.

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Access Boundary

Review before client visibility

Client Portal supports controlled document requests, client-visible status, and communication review while keeping professional judgment, regulatory verification, and client authorization checks with the responsible practice.

Message Review

Client-facing messages

Message drafts should stay scoped, factual, and connected to the engagement record.

Missing purchase invoices

Draft

Please upload the remaining purchase invoices so the review file can be completed.

Santos Trading

Quarterly report review status

Sent

The quarterly report is in final review. We will send the delivery note after approval.

Dela Cruz Foods