Imagine a world of seamless communication, transparent project progress, and a happy client experience. Enter the OneSuite Client Portal, your one-stop shop for fostering strong client relationships and streamlining project management.
Client Collaboration Made Easy
Gone are the days of endless email threads and scattered documents. The Client Portal provides a central hub for both you and your clients, ensuring everyone is on the same page.
Here’s how it empowers collaboration: #
- Enhanced Communication: Clients have 24/7 access to a centralized repository of project information, including documents, invoices, and their dedicated dashboard. This fosters transparency and builds trust through clear communication.
- Improved Client Experience: Empower your clients to become active participants in the project journey. The portal allows them to conveniently track progress, access files, and manage communication effectively. This translates to a more positive and engaging client experience.
- Streamlined Collaboration: Break down communication silos! The portal empowers clients to actively participate by adding tasks, providing feedback, and staying up-to-date on project developments.
Getting Started is Easy! #
Inviting clients to the portal is a breeze. Simply add them within OneSuite and send an invitation via email. They’ll receive a personalized dashboard within the Client Portal, ready to embark on a collaborative and successful project journey! See how you can do it,
Head over to “Clients” section tab in your OneSuite dashboard, you can create clients from scratch and invite them to the client portal or you if you have already added existing clients in the dashboard, you can invite them too. Please see the following images to guide you through,
Sending Invitations: Clients will receive invitations via email.
Accepting Invitations: Clients can accept invitations from their email, which will redirect them to their dashboard within the Client Portal.
Here’s what your clients can expect: #
- Project Visibility: Gain a clear understanding of ongoing projects, associated documents, and invoices through a user-friendly dashboard.
- Progress Tracking: Stay informed about project progress with a visual representation of completed tasks. This allows for better planning and informed decision-making.
- Project Management at their Fingertips: Clients can view assigned projects, add new tasks, track progress, and collaborate seamlessly with your team.
- Effortless Document Access: Download and review important project documents at their convenience, eliminating the need for lengthy email requests.
- Clear Invoice Management: View and download invoices directly within the portal, streamlining the payment process.
View download and add signatures in the shared documents,
Client Access to Invoices in OneSuite #
OneSuite empowers you to streamline communication and transparency throughout the billing process. Here’s how your clients benefit:
- Effortless Invoice Access: Clients can easily access and view all invoices generated for them directly within the OneSuite Client Portal. This eliminates the need for them to search through emails or wait for physical copies.
- Downloadable Records: OneSuite empowers clients to download invoices in various formats for record-keeping or sharing purposes. This ensures they have a readily accessible copy of the invoice for their accounting needs.
By embracing the Client Portal, you unlock a new level of client engagement and project management efficiency. Let’s build stronger relationships and achieve outstanding results together!
