Jonker IT

Software

Customer Portal

Customer Portal is a secure client portal for accountancy and administration offices. Your clients upload their documents and complete their own details in one safe place, and your team finds everything neatly in order, per client, in SharePoint.

TWO-FACTORINVITE ONLYMICROSOFT 365WWFT & AMLRDUTCH & ENGLISHOWN SERVER
Request a demoWhat it does
Customer Portal start screen with counters, law changes, subsidy opportunities, birthdays and the Wwft task list (Click to enlarge)
The office start screen of Customer Portal (Dutch interface): active clients, open invitations, new law changes and subsidy opportunities per client, birthdays and the Wwft task list.

1What it is

A secure portal where your clients upload documents and complete their own details. It runs on your office’s own Windows server and is reached through your own web address.

On your own server

  • One installer; the portal runs as a Windows service on your office’s own Windows server.
  • Reached through your own web address, behind a reverse proxy. Caddy is included.

In your own style

  • Branded with your office’s logo and colours.
  • In Dutch and English.

Large files, no hassle

  • Uploads of up to 2 GB per file.
  • Import a ZIP of up to 10 GB in one go.
  • Photos are shrunk automatically.

2Secure by design

  • Invitation only. Nobody can create an account on their own.
  • Two-factor authentication is mandatory for everyone.
  • Clients are kept apart: every client only sees their own data.
  • Audit log of the activity in the portal.
  • Automatic backups and a built-in health check.

3What it does

Microsoft 365

  • Every client gets their own SharePoint folder, right where your team already works.
  • Mail is sent from your office’s shared mailbox.

Smart document recognition

  • Recognises documents such as ID cards and passports (including the machine-readable zone), annual statements, KvK extracts, shareholder registers and articles of association.
  • Learns from your office’s corrections.
  • Document requests with automatic reminders.

Clients and structures

  • Companies, persons and families in one place.
  • Build company structures with holdings and STAKs by drag and drop, for all Dutch legal forms: BV, NV, stichting, vereniging, coöperatie, VOF, CV, maatschap, eenmanszaak and foreign entities.
  • Look up KVK, address (BAG) and VAT (VIES) details.

Wwft and AMLR due diligence

  • UBO determination, including indirect interests through holdings.
  • Risk assessment and ID verification.
  • Periodic reviews with reminders.
  • The client file as a PDF.
  • Prepared for the AMLR, which applies from July 2027.

Easy onboarding

  • A “new company” wizard: start with the KvK number.
  • Clients complete what is missing themselves.
  • Every stakeholder can get their own login to upload their own ID.
  • One login can access several companies.

Mailings

  • Scheduled mailings with variants per client type.
  • Placeholders make every message personal.
  • Optional translation via DeepL.

Signing in the portal

  • Clients sign PDF documents in the portal.
  • Each signature is confirmed with name and two-factor authentication and recorded in an audit trail.
  • At the end, your office seals the document.

Extras

  • A fiscal overview per client.
  • An overview of legal changes and RVO subsidies.

4See it for yourself

Would you like to see how Customer Portal works for your office? Request a demo and we will gladly show you.

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