Let's get you started on a smoother way to work with clients today. With the client portal, your clients get one branded hub for every invoice, file, and task—making it easier to stay on track and feel taken care of.
How does the client portal make working with clients easier?
By the end of this course, you will be able to:
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Centralize every project, file, task, and message for your clients, through the client portal.
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Transform your client portal into an extension of your brand by customizing the fonts, colors, and images used in your portal.
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Easily onboard your clients to using the client portal.
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Share a direct link to the client portal for a seamless and secure client experience.