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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
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Back to Updates
August 26, 2021
Improvements and fixes
- Improved the performance of the client details page on mobile.
- Updated the Download action for folders so that you download a zip files instead of individual files.
- Fixed an issue related to canceling eSignature requests.