Customize the Client Side Portal
31
votes
Make the Client side portal more professional. Portal should be branded with Company info when logging in so the client knows they are in the correct area. Logo should be shown as well for the firm.
Comments: 1
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05 Jan, '21
AdminAvailable Now on Firm Portal
Sharing of Invoices NEW (Released December of 2020)
Receive APX Payments New (Released December of 2020)
Brandable Subdomain
Brandable login page and Favicon
Document Transfer
Multifactor authentication
Automatically downloads portal documents to your clients document tab
Allows multiple users access to one or more portal accounts
Perpetual Document Retention
Unlimited Document Storage
Mobile Friendly