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Screenshots

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Details

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Portal Main Features

• Local files
  Your files are stored locally on your device for easy access.
• Cloud backup
  Your data is safely backed up in the cloud to prevent loss.
• Audit exports
  You can export safe, readable audit reports with documents, receipts, and change logs.
• Client records
  Keep your client information organized and separate from other files.
• Set up the workspace
  You can organize your business work in one place and keep everything clean and simple.
• Documents and signatures
  Create contracts, notices, and invoices, and get documents signed easily from your data.
• Create project workspaces
  Make separate work areas for each project with folders, documents, and finance records linked together.
• Cloud backup and sync rules
  Keep your data synchronized and backed up in the cloud easily.
• Export audit-ready packages
  Export packages with protected files and signed documents that stay readable even if you leave the system.
• Local-first workspace setup
  Create your business records and plan your folders after your folder setup is approved.
• Receipt and finance evidence
  Attach receipts, invoices, bank records, and tax information to your transactions and projects.
• Business core for small teams
  It provides a local-first command center for small teams to manage files, projects, clients, and records easily.
• Project folders and templates
  Use templates to turn client work, collaborations, and projects into repeatable processes.
• One workspace for business operations
  All your business tasks are in one place for easy management.

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Portal Alternatives

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Technologies Used

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