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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
October 27, 2022
Improvements & Updates
- After you create a client, the snackbar that shows now contains a link to the client details page.
- Renamed 'Extensions' to 'Apps' everywhere in the product.
- Fixed a bug where in very rare cases there was a $0.01 inconsistency between invoices in your portal and invoices in QuickBooks due to differences in rounding logic.
- Fixed a bug where the Knowledge base item on the sidebar previously didn't show as selected when you are on the article editor page.
- Fixed a bug that prevented scrolling on the Knowledge base page if you are using Firefox on mobile.
- Improved the animations used to open and close items in the sidebar.