Access & workspace
Choose a portal and enter a workspace
Understand the platform, tax-firm, and client portals, then open the client workspace where day-to-day accounting work happens.
When to use it
- Open a company’s accounting workspace
- Move between firm-level monitoring and client-level work
- Confirm which portal a link belongs to
Before you begin
- A valid IntelligentTax account
- Access to the required portal and client company
How to use it
- 01
Sign in to the correct portal
Use the portal URL provided by your administrator. Platform operators manage the service, tax-firm users manage clients, and client users upload and follow up documents.
- 02
Find the client company
From the tax-firm portal, open Client Companies & Portal Accounts and select the required company.
- 03
Open the workspace
Choose Open workspace. The workspace header shows the active company; use Exit client workspace to return to the firm view.
System screenshot
What happens next
You are working inside the selected company context. All lists, files, invoices, vouchers, ledgers, and tax records are scoped to that company.
Good to know
- Always verify the company name in the header before editing data.
- Menu visibility follows the permissions assigned to the account.