After a lot of hard work over a number of months, we’re almost ready to launch the new Client Portal into your Accelo account. To give you a sneak peek of what’s just around the corner, I’d like to invite you along to a special webinar later this week.
The highlights of this massively upgrade include:
More fully customize the look and feel of your client portal, with custom images and a lot of controls over colors.
Allow clients to see more (or less) information on the projects, issues, retainers and even sales connected to them with powerful permissions.
Introduction of a new signoff that allows you and your team to send files to clients and get them to approve them digitally and securely.
Be more collaborative with your clients; they can now create tasks, upload attachments and make notes against projects, issues and more.
Encourage self-service and peer invitations, with clients able to update their own account info and invite their colleagues to use the client portal.
I can’t wait to show you the exciting new stuff we’ve been building; to reserve your place, click on the webinar time that suits you best from the list below:
