Clients
Client Portal & Mobile App
Give clients their own QwikCA portal and mobile app to upload documents and track work, while your staff manage tasks and time on the go.
QwikCA includes a secure client portal and a mobile app for both your staff and your clients — so document collection and updates happen without endless emails and phone calls.
The client portal
Invite any client to their own portal where they can:
- Upload documents you’ve requested (no more chasing over WhatsApp and email)
- See pending requests and what’s needed from them
- Track the status of their work with your firm
- View and pay invoices (see Invoicing & Payments)
Everything the client uploads lands directly against their record in QwikCA, organised and secure.
Document requests
Send a structured document request and the client sees a clear checklist. As they upload, items tick off — and you’re notified when everything’s in.
The mobile app
QwikCA works on mobile for everyone:
- Your team can check tasks, log time, update status and respond to clients from anywhere.
- Your clients can upload documents and track progress from their phone.
This matters during busy season, when work doesn’t only happen at a desk.
Secure by design
Client data and documents are stored securely with access controlled by role — see Data Security & Privacy.