- Products
Client Portal
Deliver a branded client experience
Messaging
Communicate with clients securely
Invoicing
Invoice clients and get paid
Tasks
Assign tasks to clients and stay organized
Contracts
Create contracts and request eSignatures
File Sharing
Share and organize documents
Forms
Streamline data collection
Store
Make online storefronts
Features
- Solutions
- Resources
- Pricing
Back to Updates
March 8, 2023
Improvements & Updates
- Improved the search logic on the Clients page. Now when you perform a search on the Clients page, click into the Client Details page, and navigate back, we retain the search from before.
- Improved search performance on the Messaging App.
- Fixed a bug where in some situation invoices were incorrectly rounded up.
- [API] Added inviteUrl to the client API response.
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