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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
April 13, 2022
Improvements & Updates
- Added shortcuts that let you navigate up/down on channels and left/right on the client details page.
- Updated the shortcut for submit actions.
- Improved sync logic with QuickBooks. Invoices assigned to companies (rather than individual clients) now sync correctly.
- Fixed a bug that resulted in duplicate payments being recorded in QuickBooks.