Help / The client portal

How do we put the portal on our own web address?

On the Agency plan. Add a record for your chosen address with your domain provider, which we tell you, then ask us to switch it on. Your clients then sign in at your address and see only your firm's name.

More on the client portal

• How do I invite a client to the portal?
• What do clients see in the portal?
• Will the portal show my firm's brand?
• Can a client manage their own people?

Not answered here? Contact us.