Secure Client Portal
Spend less time managing customers by empowering them with a secure client portal.
A user-friendly client portal gives customers the power to manage their services and requests so they can access everything they need without having access to you 24/7.
Decrease back and forths and increase self-service with a secure client portal.
- Give clients access to a secure client portal to log in using a unique username and password.
- Empower customers to make payments, schedule or re-schedule appointments, and do more without having to reach out to you directly.
- Make it easy for customers to send you messages directly from their client portal.
Create a client experience that leads to more clicks and better communication.
- Customize an intuitive client portal that puts everything customers need in one centralized place.
- Create easy, one-click action buttons so customers can call, pay, schedule and send an email, in an instant.
- Make it easy for customers to upload paperwork, send files, get directions to your location(s) and more without pulling you away from your work.
Unmatched, unlimited, 24/7 support*
- Online Community
*Applies to all paid products. A mandatory $9 per month service & support fee will be added to any location that contains a Business Center and/or a Marketing Center as of September 1, 2023.
Secure Client Portals FAQs
Questions about client portal? We’ve got answers.