Secure client portal
Clients log in to upload documents directly. No attachments, no file size limits blowing up inboxes, no chasing.
Features
Everything your practice needs to run client work.
Most practices manage client documents, records and deadlines across email threads, a shared drive and a spreadsheet. ExpatClientHub replaces all three with a single record per client that your whole team works from.
Custom master data fields
Store UTRs, PAYE references, authentication codes and anything else you need. Define your own fields in seconds.
Document management
Word, PDF and image files stored encrypted, organised per client, retrievable in one click.
Task and deadline tracking
Create one-off or recurring tasks against any client. Nothing falls between team members.
Automated reminders
Email alerts seven days before a deadline, plus a banner on every login while work is outstanding.
Team assignment and permissions
Assign clients to specific staff. Team members see only the clients they're responsible for.
Client portal
Your clients do the uploading
Each client gets their own login to a deliberately minimal portal where they can drag and drop documents and see exactly what they have already sent you.
- A separate, stripped-down interface built for clients
- Drag and drop for Word, PDF and image files
- Clients see only their own documents and nothing else
- Every upload notifies the assigned team member instantly
portal.expatclienthub.co.uk
Upload documents
Drag and drop files here
PDF, DOC, DOCX, PNG, JPG · up to 25MB
VAT-return-Q3.pdf100%
Bank-statement-Sept.pdf64%
Master data
Records that fit how you work
Every practice tracks slightly different things, so the field definitions are yours to set. Add what matters to your firm and drop what doesn't.
- Ships with UTR, PAYE reference, VAT number, company number, authentication code and year end
- Add, rename or reorder fields at any time
- Secure field type masks sensitive values behind a show/hide toggle
- Client-facing accounts can never see master data
app.expatclienthub.co.uk/clients/harrow-finch
Harrow & Finch Ltd
OverviewFilesTasksAssigned Team
- Registered Business Name
- Harrow & Finch Ltd
- Unique Tax Reference (UTR)
- 4471 892 210
- VAT Number
- GB 402 118 77
- Company Registration Number
- 09912 4471
- Authentication Code
- ••••••
Tasks and reminders
Deadlines that chase themselves
Reminders work two ways: an email seven days before anything is due, and a banner on the dashboard at every login while work is still outstanding.
- One-off or recurring monthly, quarterly and annual tasks
- Automated email seven days before the due date
- Reminder banner on the dashboard at every login
- Overdue work highlighted across the whole app
You have 3 tasks due in the next 7 days and 1 overdue task
View tasksapp.expatclienthub.co.uk/tasks
In progress
VAT return — Q3
Due 12 Oct
Payroll RTI submission
Due 19 Oct
Overdue
Confirmation statement
Due 28 Sep
Completed
Self assessment — J. Reid
Filed 14 Sep
Row-level data isolation
Enforced in the database, not in app code.
Encrypted storage
Private buckets, encrypted at rest.
Role-based access
Admin, team member and client scopes.
Full audit trail
Who changed what, and when.
How practices manage client work today.
Email and shared drives were never designed for confidential client records. Generic project tools were never designed for practice compliance.
| Feature | ExpatClientHub | Email and shared drives | Generic project tools |
|---|---|---|---|
| Client self-service upload | |||
| Per-client access control | |||
| Custom client data records | |||
| Secure storage of authentication codes | |||
| Deadline reminders by email | |||
| Login reminder banner | |||
| Documents organised by client automatically | |||
| Separate client-facing interface | |||
| Built for UK practice compliance |
See it with your own client list.
Add a client, define your fields and invite them to the portal — you'll know within an afternoon whether it fits your practice.
No card required · Cancel anytime · UK data residency