Your clients can access our secure client portal on demand!
This makes it easy for your clients to access the portal without waiting for a reminder or searching through their email inbox to find past reminders.
This is the link your clients can use to access the portal
We recommend:
You add the link on your website as a "Client Portal" button
You add the link to your email signature for clients to access the portal
Your clients bookmark the link to access the portal with a single click
The best part is that it is still 100% passwordless and secure, keeping it easy to use for your clients.
How it works
They type in their email address
It sends them an email to access the portal through our secure magic link technology
They click the Access Your Secure Portal button in the email
Easy as 1-2-3. See it in action below.
Watch the full video here.
Here is an email template to tell your clients about this new feature that will make their lives easier!