Client Portal Guide

The client portal is the client-facing side of Wesley. Firm users open it from Client Portal in the client sidebar or from the client access settings. Portal users see only clients to which the firm has granted access.

Invite a client

Open Client Settings → Client Access.
Enter the client user’s email address and send an invitation.
The user signs in and accepts the pending invitation.
Confirm that the user can select the intended client in the portal.

The firm can cancel a pending invitation or revoke active access. A portal user cannot add another client or change their own authorization.

The portal opens to the client’s request center and includes these areas:

Requests

Requests is the default workspace. To do contains questions that need the client’s response, Waiting contains replies that are back with the accounting team, and Done preserves completed conversations. Clients can open a request, reply, attach supporting files, or start a general request of their own.

When a firm user selects specific recipients while creating a request, only those recipients can list, open, reply to, or mark that request as read. Older requests without a recipient scope remain available to all active portal users for that client.

Files

Clients can send statements, receipts, spreadsheets, and supporting documents without browsing the accounting ledger. Files supplied from a request remain referenced in its conversation.

Reports

The portal exposes live Profit & Loss and Balance Sheet views with period controls. Clients can inspect the results and use the available AI question action. Report access does not allow the client to edit the underlying journals.

Integrations

Clients can connect, reconnect, change account selection, or disconnect their own bank feeds. They can also authorize or disconnect the supported Stripe, Shopify, Square, and TikTok Shop connections for the selected client. These actions manage the connection only; they do not expose transaction or journal ledgers, account mapping, or manual transaction sync controls.

Account

The profile area manages the signed-in user’s own profile and session. It does not manage firm-side client access.

Invoices

Clients can set up and send their own invoices from Invoices. Invoice settings uses the same setup as the firm’s desktop screen: connect Stripe, select an active Accounts Receivable account and a default revenue account, enable invoice sending, and save. Clients can save their account choices before connecting Stripe and finish setup later.

Once setup is complete, enter the customer’s name and email, due date, description, and amount, then select Send invoice. Recently sent invoices appear below with links to their Stripe payment pages. Clients can reopen Invoice settings at any time; changes apply to new invoices and do not alter previously sent invoices. If the chart of accounts has no eligible receivable or revenue account, the accounting team must add the missing accounts first.

Clients can categorize/reclassify transactions

Clients can upload documents and statements and respond to requests for free. Workspace owners and managers can enable Clients can categorize/reclassify transactions in Client Settings → Client Portal for $20/month per client, billed separately by Wesley. Wesley does not collect this payment automatically.

When enabled, all active portal users for that client enter its client workspace. They can edit transactions and journals and use client accounting tools, reports, lists, and integrations. They cannot switch clients in the workspace, manage firm members or billing, change portal access, or delete the client. Requests and files remain available through Requests & files.

Turn the option off in the same settings screen to end the add-on and immediately remove accounting access. Standard portal membership remains active. Revoking an individual portal user's membership also removes that user's accounting access.

Standard portal limits

Without Clients can categorize/reclassify transactions enabled, portal users cannot browse the raw Transactions or Journals ledgers, including by calling their former client-portal endpoints directly. They also cannot manage the firm’s members, billing, full chart of accounts, period locks, firm-wide integration configuration, account mapping, or manual transaction sync, and cannot authorize themselves for another client.

A safe handoff checklist

Send the invitation to a confirmed client email.
Select only the recipients who should see each request.
Tell the client to open Requests → To do.
Direct connection requests to Integrations and name the institution or system they should authorize.
Use one clear work item per decision or document set.
Review every reply and attachment before posting accounting changes.
Revoke access promptly when the relationship or authorized contact changes.