Client portal
Your Clients Upload, Approve and Pay From a Phone
A portal under your firm’s name where clients see what is still needed, upload statements and bills, approve returns before filing, sign and pay. Confirmations reach them on WhatsApp and email.
Kaveri Looms Pvt Ltd
Compliance health
One approval and one payment left this month
- September bank statementsUploaded
- 12 purchase billsRead by Document AI
- GSTR-1 summaryYour approval
- Invoice from your CAPay online
01 · What it does
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Client portal, Line by Line
What each part does, and which plans include it. Plan lines come from the same entitlement registry the product enforces.
01
What is still needed, at a glance
A health score and the actions waiting for the client: sign, upload, approve or pay.
All plans
02
Bank statement checklist
Month chips per account, and a “no transactions” confirmation when there is nothing to send.
All plans
03
Bills in bulk
Up to 50 files at a time from a phone or a laptop, with the reading status for each one.
All plans
04
Approve before filing
Returns and financial statements go to the client first; the approval is recorded.
All plans
05
Pay your invoices online
Your firm’s invoices with a payment link, and receipts in the same place.
Professional and up
06
WhatsApp confirmations
Filing confirmations with the acknowledgement number, metered per message.
All plans
07
Mailroom
Letters and notices received for the client, scanned into their folder.
Professional and up
08
Installs like an app
Add the portal to the home screen and scan bills with the camera.
All plans
02 · How it runs
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A Client’s Month, From Their Side
No email threads and no “please resend”. Each step is one tap.
- 1
Statements uploaded
The month chip turns green as each account is uploaded.
Client
- 2
Bills dropped in
A month of bills at once; the client sees which ones were read.
Client
- 3
Return approved
The summary is approved in two taps, with the figures in view.
Client
- 4
Confirmation received
A WhatsApp message with the acknowledgement once it is filed.
Automatic
Bank statements · FY 2026-27
HDFC Bank · Current ···· 4821
Kaveri Looms Pvt Ltd
- Apr
- May
- Jun
- Jul
- Aug
- SepDue
- Oct
- Nov
- Dec
- Jan
- Feb
- Mar
HDFC_Current_Sep2026.pdf
214 linesUploaded from a phone by Kaveri Looms1 Oct, 09:12
03 · Where Veda helps
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Veda Reads What Clients Upload
Each bill a client drops in is read overnight, matched to a vendor and turned into a voucher for your team to check.
- Clients see “read” or “needs a look” on each file
- Unclear bills wait for a person before anything is posted
- The client never has to type a bill in
- Veda proposes. A person with the right role approves.
Post purchase bill SGY/2026/1184
Kaveri Looms Pvt Ltd · 98% field confidence
- 1Vendor GSTIN 27AABCS4417P1ZZ matches Shree Ganesh Yarns in the vendor master.
- 2Same state as Kaveri Looms (27), so the tax splits into CGST and SGST.
- 3Yarn bills from this vendor have gone to Raw material purchases for 14 months.
| Account | Dr | Cr |
|---|---|---|
| Raw material purchases | ₹1,11,250.00 | |
| Input CGST | ₹6,675.00 | |
| Input SGST | ₹6,675.00 | |
| Shree Ganesh Yarns | ₹1,24,600.00 |
04 · Forms and neighbours
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Covered Forms, and What It Works With
The forms and records this module prepares, and the modules it shares data with.
- Statements
- Bills
- Approvals
- E-sign
- Payments
- Messages
Accounting
Books
Schedule III books, vouchers, bank reconciliation, period locks, edit log, fixed assets and financial statements.
Explore BooksGST compliance
GST
A cockpit for every GSTIN, GSTR-1 and GSTR-3B from the books, IMS actions and 2B reconciliation, e-invoice and annual returns.
Explore GSTRunning the firm
Practice management
Recurring jobs from compliance obligations, kanban boards, maker-checker reviews, timesheets, capacity, request catalogue and firm billing.
Explore Practice management
Questions
Client portal Questions
Ask anything else in the demo, with the product open.
Is the portal branded as our firm?
Yes. Clients see your firm’s name, and on Scale and above your own domain, logo and email sender.
Do clients pay for portal users?
No. Every plan includes unlimited client portal users.
Can clients use it on a phone?
Yes. The portal works on any phone browser and can be added to the home screen, with camera scanning for bills.
Client portal in a demo
See Client portal With Your Own Clients.
We set up a demo workspace with work like yours and walk through a real month, approvals included.