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Client portal
Give your clients their own place in your portal
Your clients sign in to see their projects, documents, invoices and messages, under your name and logo.
- A sign-in for each client contact, with two-factor and Google or Microsoft sign-in
- Projects, files and invoices you choose to share, and nothing else
- Messages and requests in one thread per client instead of scattered emails
- Your company's name, logo and address on every page and email
Who it is for
Companies that work for clients and spend too much time answering "where are we with this?" by email.
How it works
You invite a contact from the client's page. They receive an email with a link, set their password and land on a page that shows only what belongs to their company. Every client contact counts as a client login; one per client comes free with the plan.
If you switch it off
Client contacts can no longer sign in. Their accounts and everything they saw stay in your portal and come back when you switch it on again.