June 22: Improvements & Updates

Improvements & Updates * Updated multiple links in the command bar menu to point to our new help center and video collection. * Improved the process of connecting a custom domain and made it more seamless and real-time. * Fixed a bug that prevented some subscriptions from being updated after they already started.

June 8: Advanced Subscription Edits & Portal University

Advanced Subscription Edits When you edit an active subscription, you can now take 2 additional actions using the right-sidebar. The first lets you prorate changes and the second lets you reset the billing cycle. You can also see a preview of the next invoice, including the amount and date. Portal

June 1: Improvements & Updates

Improvements & Updates * Added a security step for internal users where email ownership is verified. * Added a Zapier trigger for Client Activated (i.e. for when a client signs in the first time). * Fixed a bug that prevented some client users from adding a company name in their settings. * Fixed

May 18: No-Company Mode and Company-First Mode

No-company mode Many businesses have customers who are individuals and the field "company" doesn't make any sense. On the Settings > General page, you can now turn off companies if you operate a business like this. When you turn off companies: * In the internal experience, the

May 11: Subscription Edits

Subscription Edits From the Subscriptions page, for any active subscription you can now click on the "Edit" button to edit the subscription. Specifically, you can (1) update line items, (2) change the billing period, start date, and end date, and (3) switch between automatic payments and manual invoicing.

May 4: Command Bar

Command Bar The command bar lets you navigate around your portal and complete quick actions with just your keyboard. To pull up the command bar, press Command and K (on Mac) or Control and K (on Windows). Alternatively, you can press C  to create a new entity (client, invoice, etc.

April 27: SOC2, HIPAA, and Security Center

SOC 2 Compliance Portal is now SOC 2 certified, which allows us to deliver the highest level of data security, transparency, and compliance to our customers. Our comprehensive SOC 2 audit was carried out by Insight Assurance LLC, a licensed accounting firm registered with The American Institute of Certified Public

April 20: Improvements & Updates

Improvements & Updates * Implemented several improvements to improve email delivery and minimize the likelihood that email notifications go into your clients' spam folders. * Improved the flow for connecting a custom email domain. * Fixed a bug that resulted in messaging notifications to reappear in the product even if they were

April 13: Improvements & Updates

Improvements & Updates * Added shortcuts that let you navigate up/down on channels and left/right on the client details page. * Updated the shortcut for submit actions. * Improved sync logic with QuickBooks. Invoices assigned to companies (rather than individual clients) now sync correctly. * Fixed a bug that resulted in duplicate

April 6: Custom Email Domains & API Updates

Custom Email Domains Professional plan users can now connect their own email domain so that clients receive branded email notifications. If your website is agency123.com, for example, you can use notifications@agency123.com to send client email notifications. This feature will improve email deliverability to your clients (i.e.

March 30: Improvements & Updates

Improvements & Updates * Added page titles to Extension pages in the client experience. * Improved the experience of uploading large files in the Files module. * Improved hover states and menus for table actions. * Improved the design of various Settings pages. * Changed the default extension type to Global instead of Local. * Fixed

March 23: API Update, Zapier Beta, and Authenticated Extensions

API Update We've enabled API access for all users. If you're an admin in your portal you can now navigate to Settings/API and generate your API key (which you'll need if you want to use Zapier). Full API documentation is available here. Zapier

March 16: Improvements & Updates

Improvements & Updates * Improved the performance of loading PDF documents when using the eSignatures feature. * Added United Arab Emirates as a supported country for Portal Payments. * Fixed a bug that caused duplicate email notifications to be sent to internal users when new clients signed up. * Fixed a bug that occurred

March 9: API Beta

API Beta Today we're announcing early access for Portal API. Our REST APIs and Webhooks make it easy to interact with resources in your portal. You can use the API to set up internal automations and connect external tools like HubSpot and Salesforce. Click here view the documentation

March 2: Module & Extension Consolidation

Module & Extension Consolidation We've consolidated the Modules and Extensions pages. If you go to Settings > Modules, you'll now see a single page that shows you your modules and extensions. Here you can reorder them, rename them, and change the icon for each. If you

February 23: Improvements & Updates

Improvements & Updates * Added support for region-specific AWS accounts for international customers. * Made several improvements to the QuickBooks integration so that syncing works better. * Improved the design of channels on the Files and Messages pages. * Fixed a bug that prevented users from downloading folders with very large files.

February 16: New iconography

New icons We've added over a 100 new icons that you can use to customize your sidebar. You can use custom icons for Extensions and you can also overwrite the default icons for Portal Modules. Improvements & Updates * Improved the experience of saving changes on Settings pages. * Ran

February 9: Improvements & Updates

Improvements & Updates * Improved the performance of the CRM and the Messaging module. * Improved the experience for new users on trials. Trial users can now use Extensions without upgrading to the Pro plan. * The QuickBooks integration is now available on the Standard plan. It was previously a Professional-only feature.

February 2: API Beta

API Beta After half a year of development we're preparing for the initial release of Portal API and Zapier automations. If you'd like to receive early access, please fill out this short form and join the #API channel in our Slack community. Improvements & Updates * Improved

January 26: Improvements & Updates

Improvements & Updates * Improved how filters work on the CRM, Invoices, and Subscriptions pages. Filter preferences are now saved across browser sessions. * Improved the page load performance on the Messaging module by ~5%. Various additional performance improvements will be released over the next 2 weeks. * Improved how images on sign

January 19: New Invoice Properties & Company Extension Channels

New Properties for Invoices & Subscriptions We added several new properties to the Invoices and Subscriptions pages. Most of them are hidden by default and you have to click on the filter button to view them. These new fields should make bank reconciliation easier. All new fields can also be

January 12: Improvements & Updates

Improvements and Updates * Redesigned the Settings experience in a full-page view. We made numerous updates to make the various Settings subpages clearer and faster to use on desktop and mobile. * Invoices will now show the legal company name you set on the Settings/General page instead of the brand name

January 5: Company Messaging Channels

Company Messaging Channels If you want to send a message to everyone in a company, instead of just an individual client, you can now create a company-level messaging channel. Improvements and Updates * Fixed a bug that caused logos to render incorrectly on invoice PDFs in some scenarios.

December 29: Company File Channels

Company File Channels If you want to share files with not just a single client, you can now create a company-level file channel that is visible to all clients that are assigned to the company. Improvements and Updates * Users can now log in to their portal joinportal.com. If an

December 22: Message Edits

Message Edits You now now hover over any message you have sent and edit it. This feature builds on last week's release where we added message deletions. Note that this feature is only available to internal users. Clients cannot edit messages they have sent. Improvements and Fixes * You