Client portal
A private place for clients to send you what you need.
Invite-only. One-time-code sign-in. A folder per client, encrypted storage, and an email in your brand every time something moves.
Welcome back
Enter your email and we'll send a one-time code.
Enter code
Your documents
Only you and your advisor can see this folder.
Drop files here
or tap to choose
- 2025 W-2.pdfReceived
- Brokerage 1099-B.pdfReceived
- Engagement letter (signed).pdfReceived
Clients
+ Invite- A. Rivera3 new
- Northgate Dental1 new
- J. & M. OkaforUp to date
Send back with a note
Draft return attached. Review pages 2 and 4 before Friday.
Illustration of the three screens. Your build carries your name, colors, and domain.
How it keeps documents safe
In plain language, for you and for whoever reviews your compliance.
01
No passwords to leak
Clients sign in with a one-time code sent to their email. Nothing to remember, nothing to reuse from another site.
02
One folder per client
Each client can only reach their own folder. The rule is enforced in the database, not just hidden in the interface.
03
Encrypted in transit and at rest
Files move over HTTPS and sit encrypted in private storage. Nothing is ever on a public link.
04
Links that expire
Downloads use signed links that stop working in minutes, so a forwarded email can't open a file later.
05
Every action logged
Sign-ins, uploads, downloads, and sends are written to an audit log you can review any time.
06
Your brand on every email
Invitations, receipts, and alerts are sent from your domain with your logo, authenticated so they land in the inbox.
What's included
The portal, end to end.
It ships with the site, not after it. The first client can be invited on launch day.
- Invite-only access: you decide who gets a folder
- Client upload with drag-and-drop, any file type, receipts on both sides
- Admin view: client list, invite, browse folders, send documents back with a note
- Branded transactional emails through your own domain
- Audit log and expiring download links
- Runs alongside your site, on your domain, under the care plan
Questions
About the portal.
Is this a separate product?
No. It's part of the Websites & Platforms service. The site and the portal launch together, on your domain, in two to three weeks.
Can clients send documents without an account?
Every client gets a folder by invitation. The first sign-in is a code sent to their email, so there is no account setup on their side.
Does it work with my existing site?
Usually yes. The portal lives at a path or subdomain of your domain, and we can attach it to a site you already have if it's worth keeping.
What does a compliance reviewer need to know?
Encrypted storage, per-client isolation enforced at the database, expiring signed links, an audit log, and email authentication. We put that in one page for your reviewer.