Client Portal overview
For clients: see your work, reports, quotes and invoices.
For clients, organization managers· 1 min read· Updated Oct 15, 2026
What clients can see
The Client Portal gives your client contacts secure access to their own work, reports, quotes, invoices and files. Each client only sees their own account.
Signing in
Clients sign in with the email address their agency invited. If they're signed out they'll see Sign in to access your client portal.
Note
The Client Portal is an Advanced feature.
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