Guides for clients using the Cloudclerk portal to view documents, invoices, and more Learn more about Client Portal
10 articles
Getting Started with the Portal
Log in to the Cloudclerk client portal and find your way around every section
Updated 21 March 2026
Your Portal Dashboard
See outstanding items at a glance and navigate to every area of your account
Viewing Documents
Browse, filter, and download documents your accountant has shared with you
Uploading Requested Documents
Upload files your accountant has requested and track each item's approval status
Viewing Invoices
Check invoice statuses, review payment history, and download PDF copies
Messaging Your Accountant
Send and receive messages to communicate directly with your accountant
Tracking Processes
Track each stage of work your accountant is completing on your behalf
Reviewing Proposals
Review service proposals from your accountant, then accept or decline
Signing Documents
Review documents and provide your digital signature directly in the portal
Completing Questionnaires
Complete the step-by-step client questionnaire to share your details securely