Portal Description
Innovative businesses need a modern client portal. Clients can log in to your website to send messages, sign documents, make payments, and share files. One app for everything you need to run a virtual company, including billing, file sharing and eSignatures, messaging and intake forms. Portal allows you to define exactly what your clients see. Portal can be hosted on your domain. Every pixel will look consistent with your brand. Use our website builder or connect to an existing marketing website to create a page that is optimized for professional services. Your client portal can now include secure file-sharing or eSignatures. Replaces Google Drive and Dropbox, ShareFile, DocuSign, and ShareFile Add the billing module in your portal. Clients will enjoy a customized payment experience. Replaces FreshBooks and Bill.com Add the intake forms module into your client portal. The client intake process can be simplified. Microsoft Forms and Formstack are now obsolete
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