- Products
Client Portal
Deliver a branded client experienceMessaging
Communicate with clients securelyInvoicing
Invoice clients and get paidTasks
Assign tasks to clients and stay organizedContracts
Create contracts and request eSignaturesFile Sharing
Share and organize documentsForms
Streamline data collectionStore
Make online storefronts
Features - Solutions
- Resources
- Pricing
Back to University
Individual clients vs. companies
In this tutorial, understand how you can configure your portal depending on whether you serve individuals or companies. We’ll cover what it means to disable companies entirely, what the default channel type setting is, and what it means to let clients invite others to their team.