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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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December 9, 2020
Improvements and Fixes
- Added the ability for internal admin users to delete other internal users.
- Added roles for client users. If many clients are associated with the same organization the Admin and Staff roles can be used to give people on a team the right permissions.
- Improved the clarity of the text in the settings menus.
- Fixed a UI bug on the Files page which led to multiple dividers being shown.
- Fixed a UI bug on the messages dropdown.
- Fixed a bug where deleting a client user logged out some internal users.
- Fixed a bug where new lines didn't appear correctly on Messaging.