How quickly can I set up a client portal?
Setup takes just a few minutes. Add your logo and colors, invite your clients, and you're ready. No technical skills required, and clients don't need to download any apps—they just log in through their browser.
Getting started with your client portal is quick and easy:
Setup Process
- Add your company logo and branding
- Customize your portal colors
- Add your contact information
- Invite your clients via email
- Start sharing documents and files
No Technical Skills Needed
- Simple point-and-click setup
- No coding or development required
- Guided setup wizard
- Live preview of your portal
Client Access
- Clients receive an email invitation
- Set up their account in minutes
- Access from any device with a browser
- No app download required
- Mobile-friendly interface
Ongoing Management
- Add new clients anytime
- Update branding easily
- Manage client access
- No maintenance required
