Client & vendor portals

Portals give the people you work with a simple, branded place to interact with you — reducing back-and-forth.

Client portal

Clients can view their invoices, download PDFs, pay online and see payment history. Share access from a client's record under Clients.

Vendor portal

Vendors can submit their payment and tax details, view bills you've recorded, and track payment status. Invite a vendor from their record under Vendors.

Portal access is secure and scoped — each party only ever sees their own information.