Keep your task board to yourself. Give each client one place to follow the project: the milestones you publish, the files you share, the invoices you pick - and a button to approve your work or ask for changes.
Name the project, link the client from your Contacts and set a status the client can read at a glance.
Each milestone is private until you share it, and you decide whether the client sees its due date and description. Link it to a task in your Tasks app - the task never shows.
Upload deliverables to private storage and share them one by one. Every download is checked against the client's access at that moment, so taking access away stops old links too.
Pick saved invoices to show the client. They see a read-only copy and a printable version of only those - nothing else from your account.
Ask the client to approve a milestone or a file. They approve it or ask for changes with a comment, and you are emailed either way.
Every share, invitation, download and decision is recorded for your team.
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Create a client portal and add milestones and files
Invite your client - they see only what you share
One portal per client project with sign-off on each deliverable.
A professional place for drafts, feedback and invoices instead of email threads.
Milestones and reports a client can follow without seeing your internal notes.
Free today, with these limits. Paid plans show a price only once they launch.
Client Portal is free with your A2Z account.
More room and extras for Client Portal.
Planned - details may change before launch.
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Every Pro app in one subscription.
Planned - details may change before launch.
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Proposals built from a reusable scope library, with versions your client accepts online and an acceptance record.
Save clients, number invoices automatically and track what is unpaid.
The free plan includes 2 active client portals and 4 client guests. Archived portals do not count. Milestones, files, reviews and export are never limited by plan.
Only the portals you invite them to, and inside each only the milestones, files and invoices you shared - never your tasks, other clients, internal notes or the activity log.
Yes, a free A2Z account with the email address you invited. They join with a one-time link and sign in to see their portal.
It takes effect at once: their next page load or download is refused, including links they copied earlier.
No. Files are checked by type and size and served as downloads, but they are not virus-scanned.
You and the people you invite to your workspace, with the role you give them - guests see only what is explicitly shared with them. Every request is checked on the server. Your personal notes, tasks and contacts are never shared. Nothing is sold or used for ads - the portal has no ads at all.
Yes, on every plan, as a CSV. Export and delete are never behind a paid plan.
