New Feature: Upgraded Client Portal

This year we’re continuing to release new features to keep you organized, save you time, and make you more money. The first major release for 2016 is the new client portal!

1. White-label your new client portal

Click here to add your logo and colors. Set your client portal defaults for every new client. Send them the special link to login.

White-label your new client portal

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2. Invite your client to join the client portal

Edit each contact to give them access to their new client portal. See the last time they logged in.

Invite your client to join the client portal

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3. Assign tasks or events to your clients

Now you can assign tasks or events to your clients! Get notified when completed.

Assign tasks or events to your clients

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4. Send secure encrypted messages

Sometimes you need something more secure than email. Communicate with your clients by sending secure encrypted messages through the client portal with your logo and colors.

Send secure encrypted messages

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5. Share documents and files

Simply attach any file you wish to share, and your client can do the same. Easy!

Share documents and files


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