Express Accounts - Client Portal Mock

Client Activity Board

Select a client tile to export receipt, income, and bank statement data.

Upload CSV

Two columns: Name and Email. First row may be a header.

Enter clients (one per line, semicolon-separated)

Format: Name, email@address.com; — email is optional but needed to send invites.

Generate verification codes for active clients here.

Client name	Email	Client code	Status
No codes generated yet.

Client name	Email	Code	Status	Used by
Click "Load / Refresh" to fetch codes.

Select client

Edits here update the client profile in Firestore.

Name

VAT registered Registered for VAT

VAT registration number

Verification code

If provided, the code is created/updated in VerificationCodes and linked to this user.

Select a client to edit their details.