Set up a client portal in minutes that gives clients one login to access dashboards, share files, make payments, send messages, and more.
While Modules provide a powerful foundation for any business, you can use Portal Extensions to extend your client portal with products you already use. You can add global Extensions where all clients see the same thing (like a calendar booker) or add client-specific extensions (like project dashboards). Extensions show up on the sidebar and have a custom name and icon.
Before inviting clients, there are many things you can do to set your portal up for success and make it fully reflect your brand. All of these steps are optional, so if you want to take Portal on a test run first, you can do that too.
In your settings, you can upload your brand assets including your logo and icon. You can also set your color scheme and setup a custom image on your login screen. All this information is automatically used for your portal, email notification customization, invoice customization, and more.
You can connect a custom domain and host your portal on your own website. For example, if you have acme.com, you can host your portal on portal.acme.com or clients.acme.com.
You can invite coworkers and grant them Staff or Admin access. And on the CRM you can assign team members to clients. That helps keep things organized and also limits who on your team gets notified about client actions.
Welcome messages are an important part of your portal. They are sent to clients automatically the first time they log in. They are a great way to introduce your business and to explain how you want your clients to use your portal.
We recommend you add a link to your portal on your marketing website. For clients, it's a very natural experience to Google your business name, go to your website, and then click on the client login button.
The most common setup is to add a “Client login” button on your marketing website navigation bar that links to your portal.
Optionally, if you have direct sign up enabled in your settings, you can also add a "Sign Up" button on your website that links to your portal sign up URL. If you do this, just be aware that visitors can create their own client accounts.
Integrated Finances is a modern accounting firm that serves individuals and businesses, with a special focus on technology companies.
Integrated Finances wanted to make it possible for clients to have a single home from where to make payments, send messages, access files, and submit intake forms.
Integrated Finances created a customer portal with billing, filesharing, messaging, and intake forms modules enabled. As a result, Integrated Finances was able to cancel 4 subscriptions, offer clients a unified experience, and save on support time.
"An accounting firm’s online brand is paramount for customer acquisition. After switching to Portal, we’ve had clients sign up directly from our website, go through an automated onboarding experience and seamlessly transition to becoming clients."
Alex, President at Integrated Finances