Manage client portal access requests

The client portal is opt-in: a client can only log in if their file has an email address. There are two ways for them to get one.

Set the email yourself

From Tax calendar → Clients → Edit, add the client's email. As soon as you save it, they can request their access link from the client portal itself.

If the client requests it themselves

When a client with no existing file fills in the portal's Request access form, the request lands in a queue at Backoffice → Client portal access requests. There you have two buttons per request:

• Link to existing client: if they already had a file (perhaps in another tenant), you choose which one and the request's email is set on it.
• Create new client: you choose the tenant and the file is created directly from the request's data (name, tax ID if given).

No linking is automatic, even if the email matches a known domain — an employee always decides, on purpose, to avoid linking the wrong firm.