Client Portal

Give clients secure access to their documents, invoices, and project progress.

Steps

1. Click Clients in the sidebar
2. Click Portal

What Clients See

Clients logged into the portal can view:

• Documents — Compliance and business documents shared with them
• Invoices — Invoice history and payment status
• Progress — Current project status and milestones

Manage Visibility

1. Open the Portal settings for a client
2. Toggle which sections are visible: Documents, Invoices, Progress
3. Click Save

Only items you explicitly share appear in the client's portal view.