Client Workspace
Intake Client & Vendor Portals
The client portal is not a side form. It is the client workspace where invoices, purchases, inventory updates, cash updates, and confirmations can flow into the accounting process.
Built for controlled accounting execution.
Every Cyntrova capability is designed around one principle: automation should reduce repetitive work without removing professional control.
01
Clients upload purchases, sales, cash, inventory, and supporting evidence.
02
Vendors can use scoped upload links without accessing firm data.
03
Every upload lands in the correct client workspace automatically.
04
Clients see their own reports while CA firms retain approval control.
Next step