A polished, secure space where clients see their matters, exchange documents with your firm, and bring in their own advisors — without ever touching your internal workspace.
Clients can download anything you choose to share — and send documents back into the right place on the right matter without you lifting a finger. The era of chasing email attachments is over. So is the era of clients accidentally seeing the wrong file.
Clients see only the matters you’ve explicitly shared with them. Your firm-wide client list, your other matters, your internal notes — none of it is ever reachable from the portal.
Clients can request access for their CPA, financial advisor, or family. Your firm reviews and approves each invitation before anyone gets in. The outside party gets a dedicated read-only experience — never your workspace, never the ability to upload or modify.
Download what the firm shares; upload straight to the right matter.
See what is due and pay online, without phoning the office.
Ask for a CPA or family member to be let in — the firm decides.
A private space the firm cannot see, for papers they want kept safe.
A room of their own inside your platform.
Clients can also maintain their own confidential records inside Pasqio — completely invisible to your firm — for personal estate documents, financial records, or anything they want kept safely without granting firm access. Same protections as everything else, but theirs alone.