Feature
Give your client access. Stop sending emails.
Invite your accountant or your client and give them access to exactly the documents that concern them. Everyone sees only what they are allowed to see. Shared links with an expiry date, for quick sharing without an account.
Free · 5 GB · no card.
Who has access
3 users- AAccountant
Ana Petrović
All documents
- MClient
Marko Jović
Invoices 2025 folder
- SAnonymous access
Shared link
Faktura-2025-03.pdf
Shared link expires in 7 days - view only
Your accountant asks for a document by email, you send it by email, then they ask again.
Every document request is a separate email. The client does not know where to look, and you lose time sending. And if the wrong document goes to the wrong person, there is no way to pull it back.
What the client portal gives you
Roles and permissions
Accountant, client or colleague. Each role has clearly defined rights: view, download, edit or share, per document, per folder or across a whole workspace.
Shared links
Generate a link that expires in 24 hours, 7 days or 30 days. The recipient needs no account. You can revoke the link at any time.
Access log
Every view and every download is recorded. You always know who saw which document, and when.
Common questions about the portal and shared links
Does the client have to create an account?
Which permissions can I grant?
What is a shared link and how does it work?
Can a client see documents I did not intend for them?
Are the client portal and shared links free?
Stop sending documents by email.
The client portal and shared links are available on all plans, including the free one. Free · 5 GB · no card.
Free · 5 GB · no card.