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Sapphire Portal Overview
Client Portal Overview
Where Efficiency Meets Transparency
At Sapphire Info Solutions, we believe that seamless collaboration is the backbone of successful outsourcing. Our custom-built Client Portal is a secure, user-friendly platform designed to give you complete control, visibility, and convenience when managing your outsourced accounting operations.
Whether you're sharing files, tracking job statuses, or managing team access—everything you need is available at your fingertips, 24/7.
Review Assistant
Key Features of Our Portal
Dashboard Overview
Gain instant visibility into all your jobs and activities.
- View job summaries at a glance
- Navigate to specific job tabs for real-time updates
- Monitor workload and task distribution in one place
Manage Job Status
Track every job without back-and-forth emails.
- See whether a task is Pending, In Progress, Under Query, or Completed
- Status auto-updates based on actual delivery stages
- Eliminate delays with live visibility
Inbox & Outbox Management
Stay organized with a clear view of incoming and outgoing work.
- Inbox: Track all new job submissions with timestamps
- Outbox: Review completed tasks and associated file
- Built for clarity, audit trails, and record-keeping
TAT Report Section
Keep time on your side.
- Get real-time updates on Turnaround Time (TAT)
- Monitor job efficiency and SLA adherence
- Plan proactively with time-based performance tracking
Addon Report
Capture every clarification and extra detail.
- Log of all back-and-forth queries or instructions
- Enhances transparency and documentation
- Supports audit-readiness and accountability
Manage Sub-Users
Empower your team with flexible access.
- Add or remove users under your main account
- Control access levels for assistants, partners, or managers
- Ensure secure and role-specific collaboration
Upload Files Securely
Exchange documents without hassle or risk.
- Encrypted file uploads & downloads
- Intuitive drag-and-drop functionality
- Compatible with all common formats (PDF, Excel, CSV, DOCX)
Change Password Anytime
Stay secure with personalized access management.
- Update credentials independently
- Reduce risk with regular password updates
- Full user control without IT dependency
Ready to Work Smarter?
Partner with Sapphire Info Solutions and experience the control, clarity, and convenience of our next-gen Client Portal
Built for Accountants, Designed for Simplicity
Our Client Portal is engineered with accounting firms in mind—balancing advanced functionality with user-friendly design. It supports secure communication, accurate job tracking, and centralized documentation, making your outsourcing journey efficient and hassle-free.
