v1.8.2 (May 28, 2026) Introducing the Client Portal

Your clients can now log in and see everything about their work with you, in one place.

What clients can see:

- Their own dashboard with key numbers, a project snapshot, upcoming dates, recent invoices, shared documents and recent activity

- Their projects, tasks and timesheets

- Their contracts, estimates, invoices, payments and credit notes

- Their orders and support tickets

- A calendar of their events, with month and list views and filters

- Documents you've shared, which they can download securely

Private and read-only:

- Each client only ever sees their own information, never anyone else's

- The portal is view-only, so clients can keep up to date without being able to change your records

Giving clients access:

- Set or reset a client's login password from the Edit Client page

- If the client doesn't have a login yet, saving a password creates one for them automatically

- Leave the password field empty during normal edits and their current password stays as it is