C&J Client Portal
Experience the future of collaboration with our custom client portal.
Financial Reporting
Gain complete visibility into your business's financial health, without ever having to leave our portal.
Personal Finance Dashboard
We take the time to fully understand your business. We'll design your personalised dashboard, giving you easy access to the key metrics that matter most to you.
Realtime Updates
Our dashboards automatically update in real-time, providing you 24/7 access to your key insights through our secure client portal.
Key Features
Accounting Suite
Seamlessly access your accounting tool with direct links to Xero, QuickBooks or Sage from within our portal.
Accesible Messaging
Centralise all communications. Send us your enquiries, receive updates, and keep every conversation organised and accessible.
Effortless Forms
Receive and complete our simple forms with ease. We design them to gather the necessary details with minimal effort on your part, streamlining the process and saving you time.
Secure Files
Securely upload, download, and organise all your important financial documents in one place, ensuring easy access anytime.
Deadlines Tracker
Stay informed with real-time project updates. Monitor task progress and deadlines easily via our integrated Trello board.