Cookies

With your permission, we use Google Analytics cookies to measure visits and improve the site. Necessary cookies are always on. You can change your choice or withdraw consent anytime in the footer, under Cookie settings. Cookie Policy

Skip to content
PTEN
Get started

Client Lookup Portal

Client Lookup Portal - AI prompt for Accounting, ready to copy

This tool lets clients easily access important documents and information without needing to contact the accounting team directly. This improves efficiency and client satisfaction by reducing wait times and the need for repeated interactions. It also helps keep communication with clients clear and organized.

This prompt was designed for ChatGPT, but it also works in other assistants (Claude, Gemini, Copilot). You don't need to know how to code - just copy and paste.

Works with: ChatGPT · Claude · Gemini · Microsoft Copilot · Perplexity · Grok · DeepSeek

How to use

  1. Log in to the portal with the provided credentials.
  2. Go to the 'Documents' section to access the available files.
  3. Use the search bar to find specific documents quickly.
  4. Review the information and documents you need.
  5. Contact support through the portal with any additional questions.

Ready-to-use prompt

# ROLEYou are a senior account manager with over 15 years of experience in the accounting industry. You specialize in innovative solutions that enhance customer experience and ope…

Unlock this full prompt
Pro plan - €7.99/month. Every prompt (PT+EN), the full library and the AI assistant.

Want AI working in your business?

Tell us what you do and what you need - we'll put together an AI plan tailored to you, no commitment.