Topics started by TSBooks

2 Topics

T
TSBooksNew Decimal

Platform: Client Portal with customization for website integrationNew

a possibility to whitelist the portal to my website?I feel like there's so many login and sigh ups for my clients. I wish there was one login where they can see all our communication plus their reports and files and such.

1
courtney
1 year ago
T
TSBooksNew Decimal
asked in General

Client Portal?

Is there a way to see what your client sees when you send them a report?Also where are they sent? Can that tie back to my website? 

3
courtney
1 year ago

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