A client portal that is similar to Dubsado’s where all client documents are there and easy for clients to navigate. It would be great to have a single link to send them with they need. I have lots of clients who lose the files I send them because they get lost in their inbox.
Question
A client portal
+4There is a client portal option. You can find the link in your company settings.
Just saw that actually. It isn’t as user friendly, but it’s something!
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