Clients & companies

Use the client communications master switch to control whether a client hears from you, keep a new client quiet while you set them up, then go live with one welcome email.

When you add a client you choose how they hear from you: Live updates emails them straight away and at every step, while Quiet setup keeps everything silent until you press Go live. Here is when to use each and how to send that one welcome later.

Put a company in a specific staff member's hands so everyone knows who owns it. Here is where the Assigned staff bar lives, how to add and remove people, and why some of your team never see the control.

Every company has a Files tab that keeps its documents tidy in folders: Issued documents, Provided by client, any folders you create, and a read-only Invoices folder. Here is what each one is for and how to move between them.

A folder can be shared with your client or kept admin-only. Here is how to set that when you create a folder, how to switch it later, and exactly what the client does and does not see in their portal.

Add documents to a company's folders yourself, including papers a client sent you over WhatsApp or email, and file them where the client can see their own copies.

Hand an official document to a client, link it to the service it belongs to, and let IzzyTap set up the renewal or filing reminders for you automatically.

Pull back a document your firm shared so the client can no longer see or download it, add an optional note, and understand why a client's own uploads cannot be withdrawn.

Read the Overdue, Due soon, Upcoming and Completed counts on a company's Compliance tab, and understand every renewal and filing deadline being tracked for it.

Mark a tracked deadline as filed or renewed to stop its reminders, file the proof in the client's vault, and roll a recurring filing forward to its next date.

Read the Licenses tab countdown chips to see at a glance which trade licences, visas and IDs are expiring soon or have already expired, and where the reminders come from.

Understand a company's Payments tab: the Collected, Outstanding, Revenue and VAT tiles, the invoice list and its status chips, and marking an invoice paid into the right bank account.