Pinnokio

Fiduciaries · client portal

Available

Missing document: from the portal to resuming processing

Flag, upload, resume: no printing or rescanning.

The situation

While reconciling a bank account, the fiduciary firm finds that a supporting document is missing. The usual route: an email, a late reply, a document printed then rescanned.

A bank reconciliation blocked by a missing document: request in the portal, secure upload, then the file resumes.
Reconciliation blocked → request in the portal → secure upload → file resumes.

What Pinnokio does

  1. 1

    Flag the document

    The fiduciary firm indicates the missing document in the client portal.

  2. 2

    Inform the client

    The client sees the request, with the relevant context.

  3. 3

    Upload securely

    The client uploads the document securely.

  4. 4

    Resume processing

    The document returns to the file's processing flow.

The result

The file resumes where it stopped. A dedicated mailbox per client can also receive documents, processed according to context and the rules you have set.

Limits and approvals

  • The portal carries the fiduciary firm's name and colour; the logo comes later.
  • The portal assistant, which draws on the firm's knowledge, is a feature coming soon.

Frequently asked questions

How does the client access the portal?

The fiduciary firm invites its client, including one without a Pinnokio account: the client accesses only their own file.

Can documents be received by email?

Yes: a mailbox dedicated to the client can receive documents; an agent handles incoming mail according to context and rules.

Related path

Fiduciaries

See how it works on your own scenario

A business situation, your tools, your rules: the demo starts from your reality.

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