Can a customer see other customers' data?

No. Access is restricted per customer and enforced by row-level security rules on the database, not just in the interface.

Which plan includes portals?

Client portals are part of the paid plans. See the pricing page for the current plan breakdown.

Client portals

Give every customer a professional client portal

A client portal removes the most tedious admin of all: resending documents. Customers see their own invoices, files and contracts in one place, and your record stays the single source of truth.

Start Free See pricing

Free plan: no card required. Pro: £1 per month for 3 months, then £29 per month — cancel anytime.

What the customer sees

Their invoices and payment status, documents you have shared, and contracts to review or sign. Nothing about your other customers is visible — access is scoped per customer at the database level.

Invoices and payment history
Shared files and deliverables
Contracts to read and sign

Fewer emails, better impression

Instead of an attachment buried in a thread, you send a link. The portal looks like part of your business, which matters more than most tools admit when you are competing against larger companies.

Common questions

Can a customer see other customers' data?: No. Access is restricted per customer and enforced by row-level security rules on the database, not just in the interface.
Which plan includes portals?: Client portals are part of the paid plans. See the pricing page for the current plan breakdown.