Client portal

Invite clients

Control invitations, portal access and client visibility.

This article describes client collaboration without mixing workspace boundaries and permissions.

In practice

First check the workspace, role and country context. Dynafis shows hints and scores as decision support, not as unchecked automatic approval.

Typical flow

Open the matching area, review status and hints, correct missing data centrally and then use review, export or billing only from reviewed data.

Limits and control

Tax, legal or official submissions still require professional review. Sandbox, demo and test data must not be confused with live evidence.