Notifications
Real-time notifications sent when important actions occur, such as file uploads, invoice generation, service updates, and more.
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* Client Portal Plus is required
Tasks & Reminders
Tasks: Create, edit, and delete tasks for clients.
Reminders: Schedule reminders to be sent on a specific date to the client, the admin, or both.
* Client Portal Plus is required
Group Pages
Available Now!
Allow permissions for more than one user to access and share the client page. Great for clients who have partners or employees assigned to their account.
Added to main plugin file! 4/4/2025 – Enjoy 🙂
Expense Tracking
Expense Tracking system where you can maintain Expense Categories separately, then assign those categories to individual expenses. Similar to QuickBooks basics.
* Client Portal Plus is required
Page Styles
Coming Soon
Client Chat
Adds an integrated, Ajax-powered chat feature to Client Portal Plus (CPP+), with real-time updates, new message indicators, email notifications, and delayed admin reminders.
Enhance communication between admins and clients.
* Client Portal Plus is required
