Every document between firm and client in one place, secure and out of email
Reports, agreements and other documents sent as email attachments end up scattered and unprotected, and the client cannot find them again when they need them. Noregna Customer Portal is the app your clients use, on their phone and in the browser. There the client finds everything the firm has shared, signs documents, answers open items and chats with their accountant.
See screenshots of the appAt a glance
- Documents and reports in one place for the client
- Your firm controls what the client sees
- Agreements and documents signed in the app
- Daily cash reports with the difference calculated automatically
- Secure chat with their accountant
- The client sees only what the firm shares
- A GDPR-secure channel instead of email
What you get in Customer Portal
Documents and reports
- The client finds the documents and reports the firm has shared, all in one place.
- Your firm decides for every file whether the client can see it or it stays internal.
- The client can upload documents into folders the firm has opened, from their phone or by drag and drop.
Signing
- Agreements and other documents from the firm are signed directly in the app.
- The client sees what is waiting for a signature, and the signed file is stored with the firm.
Open items and deadlines
- Open items are listed per supplier, and the client uploads the receipt and adds a comment. The item is marked as delivered for the firm automatically.
- The client sees what the firm is waiting for each month, and can confirm delivery or report "not applicable".
- A calendar of Norwegian deadlines for VAT, A-message, tax, accounts and shareholders.
Daily cash report
- A daily cash report with turnover per VAT rate, card, cash, bank deposits and float.
- The difference is calculated automatically, and the Z report is uploaded.
- Monthly sheets and a yearly overview can be downloaded as PDF.
Chat
- Secure chat with the engagement lead and the assigned employee, with attachments and push notifications.
Access
- The firm invites the client from the client card and sees whether the invitation is sent, expired or in use.
- One login can give access to several companies.
- Two-factor sign-in, and the client sees only what the firm shares.
How it saves your firm time and gives you control
No documents lost in email
Reports and agreements the firm has shared are kept together in the app. The client stops searching, and the firm stops resending.
Faster signing
The client signs in the app instead of printing, signing and scanning, and the firm sees straight away when it is done.
Clients resolve open items themselves
Missing receipts go to the client once, and the answers land right on the item.
Secure for both sides
Documents and messages go through a GDPR-secure channel that needs a login, instead of email.
How it works
- 1
Invite the client
Send the invitation from the client card in Noregna.
- 2
The client signs in
The client downloads the app or uses the browser.
- 3
The firm shares
Reports and documents are made visible to the client, or sent for signing.
- 4
The client finds and replies
Documents, signatures and open items are ready in the app, and the answers come straight back to the firm.
Works together with
See Customer Portal in practice
A demo takes about half an hour. We show you how Customer Portal fits into your firm's day, and answer whatever you want to know.