Your brand, their experience.
Give clients and partners a professional, branded portal to submit documents, view compliance status, sign documents, and communicate with your team.
Capability Deep Dive
White-label portals that impress
Deliver a premium client experience without building a custom application.
Custom Branding
Add your logo, brand colors, and custom domain. Clients see your brand, not ours, throughout their entire portal experience.
Client Self-Service
Clients log in to see their requests, upload documents, track status, and access their document vault -- all without contacting you.
Request Submission Portal
Clients submit new requests, respond to document requests, and complete checklists through the portal.
Document Access
Clients can browse their shared documents, download files, and view version history through their portal.
Built-In Messaging
Clients communicate with your team through portal messaging. All conversations are logged and searchable.
Status Dashboard
Clients see a dashboard showing their open requests, pending documents, compliance status, and recent activity.
Use Cases
How businesses use branded portals
Accounting firm client portal
An accounting firm delivers a branded portal where clients upload documents, track VAT filing status, and communicate with their assigned accountant.
- Custom branding with firm's logo and colors
- Per-client dashboard showing engagement status
- Document upload and request response workflows
- Secure messaging between client and assigned team
Property management tenant portal
A property management company gives tenants a portal to submit maintenance requests, upload documents, and view their lease status.
- Branded portal per property or development
- Tenant self-service for document submission
- Maintenance request tracking with status updates
- Lease document access and renewal notifications
HR vendor onboarding portal
An enterprise gives vendors and contractors a branded portal to submit compliance documents, certifications, and insurance before onboarding.
- Vendor-specific onboarding checklists
- Self-service document upload with guided steps
- Automated validation and expiry tracking
- Portal access revoked on vendor offboarding
Deliver a premium client experience from day one
Branded portals are included in every plan. 14-day free trial, no credit card required.