The latest partner portal work is about making client access more operational for advisors. Instead of mixing every partner activity into one view, the workflow now separates referral tools from accountant access and gives partner firms a clearer place to review connected client work.
The new client-access path pulls practical signals into one task-focused inbox: Freee issues, records ready to send, documents awaiting review, access renewals, and QIS gaps. The goal is to help advisors open the right client workspace without first hunting through separate status pages.
What changed
- Partner accounts can distinguish referral partner access from accountant client access.
- The dashboard can switch between referral growth work and client-access work when both capabilities are available.
- The client task inbox groups connected clients by Freee attention, review status, expiring access, and QIS gap signals.
- Client rows route into the relevant workspace, including documents, Freee setup, access renewal, or QIS review.
- Backend support now returns partner client-access summaries and QIS portfolio task data for the portal.
Why it matters
Advisors working with hospitality clients often need to answer a simple question first: which client needs attention today? Bringing QIS health, upload status, document review, export readiness, and access renewal into the partner workflow makes that prioritisation easier.
This remains draft news until the workflow is reviewed as a public-facing update. The code evidence shows the feature direction, but the article should stay unpublished until the team confirms the partner experience is ready to describe externally.