Portal
naios-portalv0.1.0The client portal: your office or management firm requests documentation, you upload it, and see the status of your items — taxes, files, invoices, signatures, and appointments
Description
NAiOS Portal is the channel between the professional (office, management firm) and their END CLIENT. The professional creates the portal from the client's profile and invites them via email: the client starts their account in two clicks (or logs in with their existing one) and lands in a portal with their items. Documentation requests with uploads in quarantine that the professional validates or rejects with a reason; and, only if the professional activates it item by item, the tax traffic light, the status of their files (never restricted ones, never hours or rates), their invoices, their pending signatures, and the link to request an appointment. Nothing is visible by default: each block lights up intentionally.
Features (6)
The professional invites via email and the client starts their account on the same page — no separate registrations or passwords over the phone
"Upload the IAE and the deed": the client uploads, the document goes into quarantine, the professional validates or rejects with a reason
The validated document only enters the Office's file — without resending emails or duplicating folders
Tax traffic light, files, invoices, signatures, and appointments: each block lights up intentionally, and nothing is visible by default
Restricted files never appear on the portal; no hours, no rates, no internal notes — only status
The client can activate their own modules whenever they want — and the acquisition counts towards their professional
Changelog
- F0: portal per client created from the Management or Office profile, public invitation with account creation (or link to the existing one), documentation requests with quarantine, validation/rejection with reason and landing of the validated document in the Office's file
- F1: opt-in blocks by item — tax traffic light (Management), files without restricted ones (Office), issued invoices (ERP)
- F2: professional's appointment link, pending signatures counter (Signature) and upgrade banner with acquisition attributed to the professional
- Bidirectional notifications: new request, document uploaded, validated/rejected — email + bell