Client Portal
Customer Accounts and Management
What's included
- Self-service customer accounts
- Live status
- Document sharing
- Invoices and payment history
A portal that removes the "any update on this?" email from your week.
What you get
- Customer accounts with self service onboarding
- Project or order status your customers can check themselves
- Document upload and sharing, with a real permission model
- Invoicing and payment history, optionally with card payment
- Notifications by email or in-app
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