Client Portal

The Client Portal provides your clients access to their projects, contracts, services, and account to improve transparency and help clients help themselves. It offers your clients on-demand access for the services you do for them.

• Offer clients anytime access to their account.

• Provide visibility to billing, invoicing and payment status.

• Simple sign-up process for your clients using their email address.

Streamline the process of collecting source documents from clients, organizing client data and securely sharing files with staff and clients.

• Increase client satisfaction by providing increased transparency for daily accounting processes.

• Get notified when a client views, accepts, declines, comments, or makes payments.

• Securely request and share files from the client portal.

Simple, secure client portals to share information better. Your clients will have access to all of them in the portal.

• Easy payment method

• Secured payment procedure

• Various payment option