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

Free · 5 GB · no card.

Who has access

3 users
  • A

    Ana Petrović

    All documents

    Accountant
  • M

    Marko Jović

    Invoices 2025 folder

    Client
  • S

    Shared link

    Faktura-2025-03.pdf

    Anonymous access

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?
Not if you use a shared link. For lasting access with a role, your accountant reviewing documents regularly for example, the client receives an invitation and creates an account in one click. Creating an account is free for the client.
Which permissions can I grant?
You can allow view, download, edit or share, per document, per folder or across a whole workspace. Every permission is explicit, so nobody stumbles into the wrong document.
What is a shared link and how does it work?
A shared link is anonymous access to a single document or folder, with a mandatory expiry (24 hours, 7 days or 30 days). The recipient needs no account. You can revoke the link at any time.
Can a client see documents I did not intend for them?
No. Every client sees only what they were explicitly granted. This is checked at database level on every request, and every access is written to the log.
Are the client portal and shared links free?
Yes, the client portal, invitations and shared links are available on all plans, including the free one. Paid plans add more users and more client companies.

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.

Compliant with the Zakon o arhivskoj građiAES-256Data stays in the EUGDPR/ZZPL
Client portal | Dokumentar.rs