Client Portal

Client Portal gives you a dedicated, branded space to interact with each client. Share files, send messages, manage invoices, and collect payments—all without cluttering email inboxes.

What it does

Each client gets a unique login to a portal where they can view and download shared files, read and send messages, see invoices and payment history, and make payments. You control the branding with your logo and colors.

Best for

• Freelancers and agencies who need a professional way to share deliverables and communicate
• Consultants managing multiple client projects with sensitive documents
• Service businesses wanting to streamline invoicing and payment collection

Strengths

• Fully white-label with custom domain and branding
• Secure file sharing with access controls and expiration dates
• Integrated invoicing and payment processing via Stripe
• Activity log shows when clients view or download files

• White-label branding — custom domain, logo, and colors for your portal
• File sharing — upload files with optional expiration dates and download limits
• Messaging — send and receive messages within the portal, with email notifications
• Invoicing — create and send invoices, track payment status
• Payment processing — accept credit card payments via Stripe integration
• Activity tracking — see when clients log in, view files, or make payments