Configure
Give an authorized client secure portal access.
Client dashboards, schedules, reports, live visibility and collaboration.
Client Portal is designed to stay connected to the rest of the platform, so users do not have to duplicate records or jump between disconnected tools.
Give an authorized client secure portal access.
Expose approved schedules, reports, invoices and live information.
Let clients interact through supported requests and messaging.
Keep every action within tenant-controlled permissions.
This capability follows the same tenant, role and audit principles as the rest of the platform. That keeps data consistent and gives every stakeholder the right level of visibility.
Choose the right plan, activate optional premium capabilities when needed, and keep every workflow inside one premium workspace.