Xenett

Learn how the Client Portal in Xenett helps accountants and clients collaborate efficiently without long email threads.

Client Portal - Workflow

Invite and manage client users in Xenett’s Client Portal to securely share data, streamline collaboration, and improve visibility across your workflows.

Invite Client Users

Question Templates let you save commonly used questions and quickly import them into a client, so you don’t have to recreate the same questions every time.

Questions Template

Recurring Questions allow you to automatically ask clients for the same information on a set schedule, so you don’t have to remember to request it every time.

Recurring Questions

Client Dashboard Notes let accountant users add important messages that appear directly on a client’s dashboard.

Note on Client Dashboard

Enable/Disable Columns lets you control which columns and values are visible to clients while responding to questions in the portal

Enable/Disable Columns

View email logs in Xenett to track every client email, monitor communication, and ensure transparency and accountability across your workflows.

View Email Log

Auto-publish questions for uncategorized transactions in Xenett to speed up reviews, reduce manual effort, and keep your workflows efficient.

Auto Publish Questions

Learn how Question Settings help administrators control which fields are visible when users submit a question.

How to enable Due Date, Tags, and Priority in Client Questions

Set up automated and manual reminders in Xenett to follow up with clients, reduce delays, and keep workflows on track with timely communication.

Email and Text Reminders for Client User

Learn how enabling the Allow client user to ask question setting lets client users directly communicate with accountant through the Client Portal.

Allow client user to ask question

Learn how to set up and use the Xenett Client Portal. It covers firm-level configuration, client-level setup, and the end-to-end workflow.

Client portal Getting Started

Learn everything about how to use Client Portal

Client Portal/Questions

Save client questions as drafts in Xenett to review and refine them before publishing to the client portal, avoid sending incomplete or unreviewed queries.

Save Questions as Draft

Set private questions in Xenett to ask user-specific queries, control visibility, and manage sensitive communication within your workflows.

Set Private Questions

White-label your Xenett Client Portal so clients see only your branding, enhancing trust, consistency, and a seamless client experience.

White Labelling / Custom Branding

Learn how Two-Factor Authentication (2FA) works for Client Portal, when to use it, and how to enable or disable it to improve login security.

2FA for the client user

Learn how to save time and standardize client communication by using Snippets to quickly reuse common follow‑up questions.

Snippets

Learn about various settings related to Client Portal

Firm Level Client Portal Settings

Training Videos

Implementation Guide

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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