WhatsApp Client Portal for CA Firms — Without Clogging Your Inbox
Clients share documents and get invoices without clogging your inbox. Give them a workspace WhatsApp chat, turn on the portal features you want, and let uploads land where you've configured them — with invoice download via Finexo Books when it's connected.
A Portal Clients Already Know How to Use
No new app to install, no password to reset — just the WhatsApp chat your clients already open, configured to do the work of a portal.
Workspace WhatsApp session & chat
When your workspace has a WhatsApp session configured, clients get a live chat with your firm instead of a portal password they'll forget by next filing season.
- Uses a WhatsApp session tied to your workspace
- No separate client login to manage
- Chat clients already have open daily
Configurable portal feature toggles
Turn portal capabilities on or off per firm — chat, uploads, invoice download — so rollout matches how each practice wants clients to self-serve, not a one-size-fits-all switch.
- Toggle each feature independently
- Roll out gradually across firms
- Keep control with the practice, not the client
WhatsApp document upload from clients
Clients send required files straight through the chat instead of scattering attachments across email threads, personal drives, and forwarded WhatsApp groups.
- Upload documents directly via WhatsApp
- Less chasing for missing PDFs
- Files land with your practice work, not an inbox
Storage destination for client uploads
Point client uploads at the storage destination your firm uses, so files from the portal land in the same place as the rest of your practice documents — not a disconnected folder nobody checks.
- Configurable storage destination
- Uploads join your existing document workflow
- One place to find what a client sent
Optional invoice download via Finexo Books
When Finexo Books is connected, clients can download their invoices from the same chat — closing the loop between completed work and fee collection without a separate request email.
- Invoice download from the WhatsApp chat
- Works with Finexo Books integration
- Fewer 'please resend the invoice' messages
Portal activity reporting
See what's actually happening in the portal — chats started, documents uploaded, invoices pulled — instead of guessing whether clients are using it at all.
- Activity visible at the firm level
- Track uploads and downloads over time
- Confirm the portal is doing its job
Clients share documents and get invoices without clogging your inbox.
Every “please resend” email is a portal your firm hasn't built yet. Finexo turns your workspace WhatsApp chat into that portal, so uploads and invoice requests never touch your inbox.
How the Client Portal Works
Four steps from a WhatsApp session to a portal your team can measure.
Configure the WhatsApp session
Connect a WhatsApp session to your workspace so the chat is ready to talk to clients under your firm's number.
Turn on the portal features you want
Enable chat, document upload, and invoice download individually — leave off anything a firm doesn't need yet.
Clients use the chat
Clients upload documents and, when Finexo Books is connected, download invoices — all inside the WhatsApp thread they already have open.
Track it in activity reports
Review portal activity to see uploads, downloads, and chat usage, so you know the portal is being used instead of ignored.
Frequently Asked Questions
What is the Finexo WhatsApp client portal?
It's a workspace WhatsApp chat that acts as a lightweight client portal — clients upload documents, and when Finexo Books is connected, download invoices, all inside a WhatsApp thread rather than a separate portal login. Which features are active is configurable per firm.
Do I need to set anything up before clients can use it?
Yes — a WhatsApp session needs to be configured for your workspace first. Once that's active, you turn on the specific portal features (chat, document upload, invoice download) you want clients to have.
Can I control which portal features clients see?
Yes. Portal features are configurable toggles per firm, so you can enable document upload without invoice download, or roll out features gradually instead of turning everything on for every client at once.
Where do documents clients upload actually go?
You configure a storage destination for client uploads, so files sent through the portal land in the same place as the rest of your practice documents instead of sitting in a disconnected chat history.
Can clients download invoices through the portal?
Yes, when Finexo Books is connected. Invoice download through the WhatsApp portal is optional and depends on that integration being set up for your workspace.
How do I know if clients are actually using the portal?
Portal activity reporting shows chat usage, document uploads, and invoice downloads at the firm level, so you can see whether the portal is cutting down on inbox and phone follow-ups — not just assume it is.
Related Features
Ready to Stop Clogging Your Inbox?
Turn on the WhatsApp client portal, choose the features each firm needs, and let documents and invoices move without another forwarded email.