BMS for Clients: for your firm

Turn on the client portal, invite clients, collect documents and get signatures.

For: Admins, accountants

Set up

• What clients see in BMS for ClientsLiveBeing written

  A short tour of the client side, from Home to Signatures.

• Turn on BMS for ClientsLiveBeing written

  For one client or all clients.

• Invite a client and choose Full or Limited AccessLiveBeing written

  Invite one person to one client; the invitation lasts seven days.

• Resend, revoke or edit a client's sign-inLiveBeing written

  Manage access after the invitation.

• Portal branding: logo, background and greetingLiveBeing written

  Firm name or logo, Sand, colour or image background, and preview.

• How clients sign inLiveBeing written

  Magic link only, magic link and password, or with two-step sign-in.

• What clients can see and doLiveBeing written

  Show job fees, Done uploading, photos kept as PDFs, and the portal language.

Collect documents and signatures

• Send a client requestLiveBeing written

  See Work > Send a client request.

• Automatic reminders to clientsLiveBeing written

  Auto-sending and reminder timing for open requests.

• Reminder drafts: overdue invoices, open requests, unbilled workLiveBeing written

  BMS prepares reminder drafts for you to check before they go.

• Move a job automatically when the client respondsLiveBeing written

  Job Status Automation: Client responded, Time logged, Invoice issued; a hand-set status always wins.

• Share documents with a clientLiveBeing written

  Share a file so it appears in the client's Documents.

• eSignature and approvals: packages, expiry and audit trailLiveBeing written

  Track every package, download the signed copy or void it.