Skip to main content

Boosting productivity with client portals

1 May 2024 | 1 pm NZT / 11 am AEST

Build trust with your clients

Join an interactive session on 1/5 where you’ll learn how:

  • Sign, edit, and share documents with clients in just a few clicks.
  • Create a uniquely branded place to share and receive documents with your clients.
  • Request files from your clients by assigning them tasks and see when they’re marked as done.
  • Bulk generates your clients’ folders.

Register now!

Register now

Book in for a

one-on-one demonstration

with our team.

Book now