- Products
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
Features - Solutions
- Resources
- Pricing
Back to Updates
June 6, 2022
Improvements & Updates
- Added a security step for internal users where email ownership is verified.
- Added a Zapier trigger for Client Activated (i.e. for when a client signs in the first time).
- Fixed a bug that prevented some client users from adding a company name in their settings.
- Fixed 2 spelling mistakes in client email notifications.