Stop chasing clients by email.
Give every client one secure place to send documents, answer questions, approve work, e-sign and pay invoices — and finally retire the endless email chase.
Collecting documents, chasing approvals and getting invoices paid shouldn't mean another week of email. The customer portal gives every client one secure place to see exactly what you need from them and act on it.
Clients open their requests, upload files, answer your questions, sign engagement letters, approve work and pay invoices — all in the one spot. Where white-label is enabled, it runs on your own domain under your brand, so it feels like part of your practice, not a third-party tool.