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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

No card. Free to start — 3 clients.

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.

Start free with your first 3 clients

Free includes 10 invoices a month, projects, time tracking and 2 contracts with e-sign. Pro adds unlimited use, full portal branding and accountant access.

Start free

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?
Free includes a portal with your logo, one colour and a small ProPortalBusiness footer. Pro adds the full brand kit, removes the footer and supports a custom domain.