Client Portal
A secure portal path for future client experience upgrades
The MVP includes a polished portal placeholder so FinSyncBK can explain what is coming next: onboarding visibility, open requests, report delivery status, and support access.
Portal status
Coming after onboarding
Secure login, upload workflows, checklist status, monthly report delivery, support requests, and better visibility for clients.
Portal Preview
Client workflow visibility without exposing sensitive data
Active view
Onboarding checklist
72% complete
This placeholder demonstrates how FinSyncBK can later present secure status updates, request visibility, and organized workflow coordination in a real client portal.
QuickBooks access granted
Bank statements uploaded
Credit card statements requested
Payroll reports pending