Xenett

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

Client Portal - Workflow

Learn how to invite and manage client users in the Xenett Client Portal.

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

Email Logs show you every email sent to your clients

View Email Log

Learn how you can auto-publish questions for uncategorized transactions

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

Learn how to set up automated reminders and send reminders manual reminders.

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

Draft Questions let you save questions without sending them to clients right away. This is useful for reviewing the questions before publishing them to the client portal.

Save Questions as Draft

Private Questions allow you to ask questions that are visible only to specific users.

Set Private Questions

Learn how to white‑label your client portal.so clients only see your branding, not Xenett’s.

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

Join Facebook Community

Suggest a feature

Find answers and get help from Intercom Support and Community Experts

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