Client Portal 2.0
White-label themes, custom domains, and per-client dashboards. Your portal now matches your brand down to the favicon — no code required.
Changelog
Product updates, improvements, and fixes — shipped weekly, documented here.
White-label themes, custom domains, and per-client dashboards. Your portal now matches your brand down to the favicon — no code required.
Client-ready PDF reports render up to 4× faster, with cleaner charts and a new cover-page option for agencies running 20+ accounts.
Subscriptions, dunning, and revenue recovery are now built in — no Stripe plumbing required. Invoices, cards, and retries just work.
40+ triggers and actions that move client work forward while you sleep. Start from templates for onboarding, reporting, and renewals.
The team view now balances workload across projects automatically and warns you before a retainer overloads a teammate.
Scheduled reports now respect each client's timezone, so “first of the month” lands on the first of the month — everywhere.
Every update is included in the one simple plan — start your 14-day trial.