Category: Features

Client Portal vs File Sharing

Many businesses around the world are already using a client portal to connect with their business contributors. Organisations are using these tools to work with their accountants, investors, customers and clients and they’re realising the benefits that client …

Top 5 Client Portal Use Cases

So you want to see how a client portal works realistically? Many organisations choose to use their client portal in a way that suits them, this could be completely different to how other organisations use their client portal. …