01
Secure account access
Register or receive an invitation, verify the email address, sign in securely, recover access and use two-factor authentication.
Secure client workspace
One secure place for finance work, documents, deadlines and communication.
The Client Portal is intended for existing Willway clients. It is not simply a website login: it becomes the private workspace where a client and the Willway team can collaborate after the secure backend is connected.
What clients can do
A practical workspace for the day-to-day finance relationship.
These are the planned client-facing capabilities from the project brief. Production authentication, permissions, storage and payments will be connected in the Master Panel/backend phase.
02
Personal dashboard
See important deadlines, outstanding requests, recent communications, invoices and the current status of finance work.
03
Document exchange
Upload requested records and download completed documents in organised folders instead of relying only on email attachments.
04
Secure messaging
Send questions to the Willway team, receive replies and keep an accessible communication history against the client account.
05
Invoices & payments
View invoices and, once the payment integration is connected, pay through the enabled card or bank-transfer workflow.
06
Tasks & reminders
See documents or actions requested by the team, due dates, completion status and progress on open items.
07
Knowledge base
Access client resources, FAQs, guides and selected information relevant to the services being delivered.
08
Support requests
Raise a support request, track its status and use the planned appointment/scheduling workflow when enabled.
09
Notifications
Receive important account, document, task and deadline notifications without needing to search through email threads.
10
Mobile access
Use the workspace comfortably on phones and tablets with touch-friendly controls and responsive layouts.
11
Privacy & permissions
Access only the records and actions assigned to the client account through role-based permissions and secure sessions.
12
Activity & audit trail
The future backend can record relevant login, document, task and communication events for operational accountability.
Why it belongs on the website
The portal is a client service layer — not a public feature anyone can use.
It gives Willway a secure destination for client collaboration while keeping sensitive documents, invoices and account information away from the public website.
Ask about client portal accessPlanned secure flow
Invite → Verify → Login → Work → Review
The Master Panel will control users, roles, documents, requests, messages, invoices, notifications and portal settings. The public website will not store client credentials.
The current public-site version intentionally does not collect usernames, passwords or payment details. Those features should only be activated after the secure backend, authentication, access control, CSRF protection, rate limiting, encrypted transport and document-storage controls are implemented.