Client clarifications live in WhatsApp, email and someone's notebook. When that person is on leave, or leaves the firm, the context goes with them.
The Client Notes Portal keeps every query, answer and supporting file in one place per client, so the next person picking up the file starts with the full picture.
What it helps with
- Queries and answers recorded against the client, not the person
- Supporting documents attached where the note lives
- Open and closed queries clearly separated
- Continuity when staff change or a file moves desks
At a glance
- Module
- Client Notes Portal
- Best suited to
- Any firm where more than one person touches the same client file.
- Availability
- Available now
- Pricing
- To be announced
Available now. Pricing announced shortly.
Works alongside
Compliance Management
A single tracker for the statutory calendar across your whole client list — what is filed, what is pending, and what is at risk this week.
Learn more →Practice Management
Work allocation, progress and billing status for the whole team — so partners can see where every engagement stands without a status call.
Learn more →AI Bookkeeping, Accounting & Reconciliation
An AI agent trained on Indian accounting that posts entries directly into Tally, Zoho Books or Excel and reconciles as it goes — your team reviews instead of typing.
Learn more →See it on your own client list
A short walkthrough on your data, not a generic demo. We will show you exactly what changes in your week.