Client portal
The white-labeled space your clients log into. What they see, how they sign in.
- 01Client portal→Sharing the client portal with a clientTwo ways to give a client access — email invite or copy-paste link — and when to use each.4 min read· Updated Jun 2, 2026
- 02Client portal→How the client portal worksA tour of what your clients see when they log into the portal — and why it's worth giving them access.3 min read· Updated Jun 2, 2026