The Reconlink client portal is a purpose-built view for your clients — a focused interface that shows them their reconciliation status, flagged transactions awaiting explanation, BAS drafts for approval, and their bank statement inbox. It's separate from the practice dashboard, so clients see only their own data without access to other clients or practice-level settings.
This guide covers what the portal contains, how to invite clients, and how to use it to reduce email query back-and-forth.
What clients see in the portal
The client portal is intentionally focused. Clients can view:
Account overview: A summary of connected bank accounts, the reconciliation period that is currently open, and the date through which transactions have been coded.
Flagged transactions: Any transaction the bookkeeper has flagged for client input — with the bookkeeper's note ("Please confirm what this $340 Bunnings payment was for") and a field for the client to respond. Clients can add a note, attach a receipt, or mark the transaction as resolved.
BAS drafts: When the bookkeeper prepares a BAS draft, it's visible in the portal for the client to review key figures (total sales, GST payable, ITC claimed) and provide approval. Approval is logged with a timestamp.
Statement inbox: The client can see their unique inbox email address for forwarding bank statements, and a history of statements received through that inbox.
Clients cannot see other clients' data, practice-level settings, coding rules, or the AI's confidence scores. The portal is designed to give just enough visibility to enable the client to respond to queries and approve the BAS.
How to invite a client to the portal
From the practice dashboard:
- Navigate to the relevant client's profile
- Select Client Portal from the client settings panel
- Enter the client's email address (or addresses — multiple users can be invited for larger clients with a finance manager and director who both need access)
- Click Send invite
The client receives an email with a magic link. On first access, they set a password (or log in with Google/Microsoft SSO if your practice has it enabled). No separate app download is required — the portal is browser-based and mobile-responsive.
Role options:
- Viewer: Can see reconciliation status and BAS drafts, but cannot respond to transaction queries
- Collaborator: Can respond to flagged transaction queries and approve BAS drafts (recommended for most clients)
Using transaction flags instead of email
The primary productivity benefit of the client portal is replacing transaction query emails with in-context flags.
Old workflow:
- Bookkeeper identifies unexplained transaction
- Bookkeeper composes email: "Hi Jane, I noticed a $340 payment to Bunnings on 14 March — can you tell me what this was for?"
- Client receives email, may or may not respond immediately
- Bookkeeper follows up
- Client replies
- Bookkeeper finds the transaction in the system, updates it
- Bookkeeper emails confirmation
- 3–5 emails for one transaction
Portal workflow:
- Bookkeeper flags the transaction in Reconlink with a note: "Please confirm purpose — Bunnings $340, 14 March"
- Client logs into portal (or receives a notification), sees the flag, adds a note: "Office shelving for the storeroom"
- Bookkeeper codes the transaction
- Done — 1 interaction, logged in context with the transaction
For a practice managing 15 clients with an average of 8 flagged transactions per quarter each, this is the difference between 360 emails per quarter and 120 portal interactions — each requiring half the cognitive overhead because the context (the specific transaction) is attached.
BAS approval through the portal
Before lodging a BAS, the bookkeeper typically prepares a draft and sends it to the client for approval. Without the portal, this usually involves exporting a PDF and sending it via email — then following up for a response.
The portal workflow:
- Bookkeeper completes the BAS worksheet in Reconlink
- Bookkeeper clicks Send for approval in the BAS module
- Client receives a notification and can view the key BAS figures in their portal view
- Client clicks Approve (with an optional comment)
- The approval is logged with the client's name and timestamp — a permanent audit trail
- Bookkeeper proceeds to lodge
Clients who need to discuss figures before approving can add a comment rather than clicking approve — the bookkeeper is notified and can address the query before the approval is given.
The statement inbox in the portal
The client portal also shows the client their unique statement inbox email address. This is the address the client should use to forward bank statements (CSV, Excel, or PDF) that are not covered by CDR bank feeds.
Common use cases:
- Clients with non-CDR bank accounts who forward monthly statements
- Clients with credit card accounts not yet covered by CDR
- Clients in industries that generate paper statements from specific vendors
In the portal, the client can see a history of statements received, when they were processed, and how many transactions were imported. This gives the client visibility into what the practice has received, reducing queries like "did you get my statement?"
Tips for getting clients to engage with the portal
Set expectations at onboarding. Include the portal in the engagement letter: "We will use the Reconlink portal to flag transactions for clarification. Please check your portal notifications and respond within 2 business days so we can complete your BAS on time."
Send portal invites before the first coding period. Don't introduce the portal when you're already two weeks into a period and have a backlog of queries. Invite the client and confirm they can log in during onboarding — before they need to use it.
Turn off email queries once the portal is live. The portal only delivers efficiency gains if queries go through it. If you continue to email queries alongside portal flags, you're running two systems. Commit to portal-first.
Use portal notifications consistently. Reconlink sends clients a daily summary of unresolved flags if they have outstanding portal items. Clients who see these notifications respond faster than clients who rely on the bookkeeper's individual emails.
This guide covers the Reconlink client portal as of May 2026. Feature details may be updated. For product questions, contact Reconlink support via the contact page.