The client portal and emails they receive are all white-labeled with your firm’s logo and colors. After adding a contact to the client portal, they will receive an email to create a login. Once created, they will have access to view tasks, events, invoices and send secure messages and files.

To get a clear idea of what the client portal looks like to your clients, check out this video or the screenshots below:

1) Below is a screenshot of the client portal from the home page:

2)  This is the secure message page in the client portal. To view message click on the message.

3) Screenshot of the email page:


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