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Client portal overview

The Accounting client portal combines a cross-client health dashboard, internal client notes, and shared-report links. Open it from Accounting > Client Portal.

Dashboard

The dashboard loads active practice-client links for the current practice tenant. Each client card shows:

  • cash balance and revenue for the last 30 days;
  • overdue accounts receivable and accounts payable;
  • uncategorized transactions and pending entries;
  • last bank sync;
  • the latest note preview and note count.

Cards with uncategorized transactions or overdue balances display a warning treatment. Add Client opens the practice-client onboarding dialog.

Selecting a client card currently opens the Notes tab; it does not switch the active tenant or preselect that client. Choose the client from the Notes selector before adding or editing a note.

Notes

Notes are internal records associated with a client organization ID. From the Notes tab you can select a client, create notes, edit their text, pin or unpin them, and delete them. The current note model has text and pinned state; it does not define tags or client-visible sharing.

Shared links belong to the currently active tenant, not to the client selected in Notes. Supported report types are Profit and Loss, Balance Sheet, Cash Flow, Trial Balance, and Dashboard. The table supports copying or opening a URL and revoking an active link.

Before creating a link, confirm that the active tenant is the organization whose report should be shared. See Dashboard sharing for the dashboard-specific behavior.

GraphQL operations

The Accounting GraphQL schema exposes:

  • accountantDashboard
  • clientNotes(orgId)
  • sharedReportLinks
  • createClientNote, updateClientNote, and deleteClientNote
  • createSharedReportLink and revokeSharedReportLink
  • createPracticeClientLink

The current MCP catalog does not expose accountant-dashboard, client-note, shared-report-link, or practice-link tools.