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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
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Back to Updates
February 25, 2022
Improvements & Updates
- Added support for region-specific AWS accounts for international customers.
- Made several improvements to the QuickBooks integration so that syncing works better.
- Improved the design of channels on the Files and Messages pages.
- Fixed a bug that prevented users from downloading folders with very large files.