Give clients secure access to their data
Create branded portals where clients can view invoices, access documents, and track project progress—all without cluttering your inbox.
Managing client requests via email is chaotic. Clients constantly ask for invoice copies, project updates, or document access. Your inbox becomes a filing cabinet, and important requests get buried or missed.
Client Portal gives each client a secure, branded space to access everything they need—invoices, documents, and project information—24/7. No more email back-and-forth. Clients log in when convenient, you stay organized.
See how Client Portal transforms your workflow with these powerful advantages
Stop sending invoice PDFs and documents via email—clients access everything in their portal
Custom branding with your logo and colors reinforces your professional identity
Clients check invoices and documents anytime without waiting for your response
Each client sees only their own data with password-protected access
Get started with Client Portal in just a few simple steps
Customize your portal with logo, brand colors, and portal name in minutes
Send email invitations to clients—they set their own secure password
Clients automatically see their invoices and assigned documents in the portal
Track client activity and manage permissions from your admin dashboard
Works seamlessly with Invoice Creator—invoices automatically appear in client portals. Link portal clients to existing invoice clients for unified management.
Join thousands of professionals who are already using Client Portal to transform their workflow.