Customer dashboard with recent transactions, account balance, and more.
Accept online customer payments that post directly to QuickBooks.
Automate invoice delivery and notifications.
Customers can save credit card and bank accounts.
Automatically sync accounting data with your portal.
Customize all your email templates with complete control over your branding.
Complete control over the look and feel of your invoices.
Share files with customers and optionally allow customers to upload files. (Integrates with Dropbox and Google Drive)
Portal admin can easily manage both built-in and custom templates. Custom templates can be used to quickly send any kind of message from the compose email screen.
The template editor screen provides a rich set of tools for adding merge fields as well as fully custom content.