01
Invite your client
Enter the email address of your client’s ZentraSnap account. They receive your invitation and can see who is requesting access. New clients can create a free Client account first.
CLIENT PORTAL
Your clients’ files.
In one place.
Invite your clients to ZentraSnap. They upload their documents and approve your access. You get the files you need, organised and ready to work with.
Included with a paid Professional subscription. Free for clients.
Client Portal
Alex MorganClient account
Access approvedClient filesShared with you
- Bank statementsStatements for reconciliation
- Invoices & receiptsDocuments for the next review
- Year-end documentsEverything together for year end
A SIMPLE WAY TO WORK TOGETHER
One invitation.
A shared place for documents.
02
They upload. They approve.
Your client organises their documents in folders and approves your access. Approval covers all their existing files and future uploads, so there’s no need to send each document separately.
03
Get on with the work
Open your client’s profile to browse, preview and download their files. Load supported documents into the extraction tools when you’re ready to process them.
LESS BACK AND FORTH
From collecting files
to getting work done.
Folders that make sense
Clients can upload files or whole folders, rename them and keep their documents organised. Search through subfolders, preview files and download a folder as a ZIP.
Ask for what’s missing
Send a request from the client’s profile with a title, message and optional due date. It goes to their email, making the next step clear.
Access with approval
An invitation alone grants no access. The client decides whether to accept and can revoke access later. Their original files remain under their control.
20 clientsPer Professional account, including pending invitations.
1 GB eachFree storage for every Client account.
View Professional plans GOOD TO KNOW
Sharing, with
clear boundaries.
Accounts, access and allowances.
Who can use Client Portal?
Client Portal is available to Professional accounts with an active paid subscription. It is designed for accountants, bookkeepers and other professionals working with clients’ financial documents. Client accounts are free.
Does my client need an account?
Yes. Your client needs to create a ZentraSnap account and choose Client during setup. You can then invite them using their account email address. They must sign in and accept before you can access their files.
What does my client approve?
Approval gives the named Professional access to all existing and future files in that Client account. Clients can approve more than one Professional separately and can revoke each connection at any time.
How many clients and files can we store?
Each Professional account has 20 client slots, including pending invitations. Each Client account includes 1 GB of storage. Pending uploads and files in Trash count towards that allowance.
Can I change or delete a client’s files?
You can browse, preview, download and extract supported documents after access is approved. You cannot upload into, rename, move or delete the client’s originals. The client manages their own files and folders.
What happens when access is revoked?
You lose access to the client’s shared files in ZentraSnap. Revocation cannot recall documents you have already downloaded or working copies you have already created. An expired Professional subscription also suspends shared-client access.
Does uploading a file use extraction credits?
Uploading and sharing files does not use extraction credits. Starting an extraction uses the Professional’s existing credits. Loading a folder into an extraction tool does not start extraction or charge credits.
READY FOR YOUR NEXT CLIENT
Bring the documents together.
Invite your client. Get approved. Start working.