- 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
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Back to Updates
May 29, 2020
Improvements and fixes
- Updated the client user invite flow so that accounts can be activated by clicking on a link vs. having to enter a code manually.
- All new users now have an icon that consists of the first letter of their first and last name. The icon is replaced when the user uploads a profile picture.
- Various layout improvements to improve the look of your Portal on larger screens.
- Improved tables so that they look better and load faster.
- Desktop-only pages now show a modal that informs you of this. Mobile support is in the works.