Dashboard
Welcome back, Admin
Clients
Manage your client relationships
| Client | Type | Status | Assigned To | Docs | Tasks | Tags | Actions |
|---|---|---|---|---|---|---|---|
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Documents
Manage and share client documents
| Document | Client | Category | Size | Shared | Uploaded | Actions | |
|---|---|---|---|---|---|---|---|
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Tasks
Track work items and deadlines
| Task | Client | Assigned To | Priority | Status | Due Date | Actions |
|---|---|---|---|---|---|---|
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E-Signatures
Request and track document signatures
| Document | Client | Signer Email | Requested By | Status | Requested | Signed At | Actions |
|---|---|---|---|---|---|---|---|
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Document Requests
Request documents from clients
| Request | Client | Priority | Status | Due Date | Reminders | Actions |
|---|---|---|---|---|---|---|
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Secure Messages
AES-256-GCM encrypted client communications
Audit Trail
Complete immutable log of all system activity
| Timestamp | User | Action | Resource | Detail | IP Address |
|---|---|---|---|---|---|
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Reports & Analytics
Business intelligence and KPI tracking
Settings
Manage your account and preferences
Add an extra layer of security to your account
Customize your portal with your firm's logo, colors, and messaging
Choose a built-in theme or build your own custom palette
Enable or disable optional features for your firm
Track document revisions, maintain history, and control how versions are managed across your firm.
Control whether GPT-4o AI features are available to your staff. Disabling AI does not affect any other portal functionality.
Connect DocuSign or Adobe Acrobat Sign to send documents for legally-binding e-signatures directly from eTrustPortal.
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Connect Microsoft 365 or Google Workspace to sync staff users from your organisation directory.
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Configure SMTP or cloud email provider for system notifications
🔔 Notifications
Activity alerts and system messages
Choose which events trigger notifications for you
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🚀 Client Onboarding
Manage new client onboarding workflows
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💼 Accounting Integrations
Connect QuickBooks, Xero, and Sage — enter your app credentials then click Connect
Create your app at developer.intuit.com.
Use redirect URI:
Create your app at developer.xero.com.
Use redirect URI:
Create your app at developer.sage.com.
Use redirect URI: