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Services & portals

Explore your services, access and active engagements.

Profile

Review your company details and relationship information.

Engagements

Track your engagements, next steps and recent progress.

Requests & uploads

Review document requests and see what needs your response.

Reports & documents

Find released reports, drafts and document versions.

Find in your workspace

Find cases, messages and documents you can access by title, reference or status. Document contents are not searched.

Enter at least 2 characters. Press Ctrl+K or ⌘K to open Find; Escape returns to Home.

Approvals & activity

Review drafts awaiting your decision and recent activity.

Recent activity

Recent document and approval events only.

Settings & support

Help with your portal

Quick guides for your workspace. For advice about your engagement, ask the Tulips team through Messages.

Send a support request

Include the case or invoice reference if relevant. Never include passwords or verification codes. Your request and reply will appear in Messages.

Contact options

Portal Messages keeps your question with your workspace. External options appear only when configured by Tulips.

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Your notifications

Optional updates include an email when Tulips resolves a general question. Required workflow and account emails, and notifications in your portal, stay enabled.

Your client workspace

Your work with Tulips.

Your services, next steps and deliverables, in one place.

Needs your attention

What is open

What has been completed

Pending by engagement

Recent activity

Your workspace

Your active services

Choose a service to see its cases and documents

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Latest activity

Recent open cases

View all open cases →

Your latest three open cases, ordered by last update.

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Explore more ways we can help

Specialist support for your business. Ask our team about a service.

Invoices ready for you

Company administration

Your people and tasks

Manage your own company’s team. Each colleague sees the services and billing you allow.

People and service access

Your team

Everyone who can sign in for your company, and which of your services they hold.

NamePositionEmailStatus Access
Invite a colleague
Assign document tasks

Assign a requested document to an active colleague who already holds its service. Assignment does not change access or approval authority.

Service

New valuation submission

Don't have the census format handy? Download the blank census template  ·  Download the leavers data template.

Only a note for our team — it does not change your account, and never changes which company's own prior reports, cases or documents this case (or anything else in the portal) can see. If a case is genuinely for a separate legal entity, ask us to set that entity up with its own portal account instead.

On-device dictation is preferred. Allowing the browser speech service may send audio to its provider. Tulips receives only the notes you submit. Review the text before sending.

Voice becomes editable text in your notes.

Use your device’s keyboard dictation

Click in the notes box and use your device’s dictation shortcut or keyboard microphone. On Mac, enable Dictation in System Settings → Keyboard and use its chosen shortcut. On a phone, use the microphone on its keyboard. Review the text before sending.

Use the Tulips employee data template provided by your engagement lead. Max 15 MB per file.

Cancel

Max 15 MB per file.

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Agreements

Proposals and engagement letters between your company and Tulips Consulting.

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Agreement

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Messages

Questions, requests and formal complaints between your company and Tulips Consulting.

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Billing

Invoice documents for your company, with balances and payment status from your linked accounting account.

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Group

Consolidated statement of account for your group, composed from each entity's own billing figures. Payments and billing queries are always handled against the specific entity's own invoice.

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Purchase orders

The purchase orders your company has issued for our fees. We record them, match them to the right engagement, and discuss them with you here.

Recording a purchase order is not an approval. Tulips Consulting does not accept, approve or reject a purchase order in the portal, and nothing about your engagement or our fees changes because it is here. Anything that needs agreeing is agreed in a proposal or an engagement letter.

Shown back to you exactly as you type it. We never do arithmetic on it.

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New message

A formal complaint is acknowledged within 2 days by a named partner, with a written response within 10 days. If you remain unsatisfied you may escalate it further — your relationship manager can tell you how.

Message

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Open cases

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Case details

All cases and past deliverables

Your cases

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Account security

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