Help and Support » Guides » User Guide » Client Portal

The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.

Client Portal (Premium)

Need a Client Portal that's easy to use?


Your Client Portal helps you deliver better, more responsive, more transparent and higher quality service to your clients - all while saving you time. Spend less time chasing your clients (and vice versa) via email or phone, and instead give your clients on-demand access to their project, issue, retainer, and account information, offering real-time updates on active work, allowing users to view and pay invoices, and more - while leaving you in full control.

Note: This feature is available for Premium Licenses only.

Using the Client Portal guides, you can:


On the Client Portal, Clients can keep track of your work with them, including:

  • Sales
  • Quotes
  • Projects
  • Tickets
  • Retainers
  • Billing/Invoices
  • Requests
  • Assets

Think of it as a business "members only" site where your Clients can log in to keep themselves and you up to date. Using our guides, you can learn how utilize and Customize your Client Portal.

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