Give clients a professional, branded portal where they can exchange documents, sign engagement letters, pay invoices, and book appointments — without a single email chain.
Your portal, your brand. Custom logo, colors, and firm name. Clients see your firm — not PracticeWings. Each organization gets its own branded portal experience.
Clients upload documents directly to organized folders. Send engagement letters and other documents for electronic signature. Track status in real-time. No more chasing K-1s by email.
Clients message your firm through the portal instead of email. Configure routing rules: messages go to all staff, specific users, the client's assigned owner, or by role. Four routing modes.
Clients see the status of their engagements and tasks without calling your office. Transparency builds trust and reduces "where are we?" phone calls.
Clients view invoices and pay directly through the portal via Stripe. Payment history, outstanding balances, and billing statements — all self-service.
Clients book appointments through the portal or a public booking page. 12 appointment types configured, availability management, and automated reminders.
Your clients judge your firm by their experience interacting with it. A professional, self-service portal eliminates the chaos of email chains, lost attachments, and "I already sent that" conversations. It also frees your staff from administrative back-and-forth so they can focus on actual client work.
See how a branded portal transforms the way clients interact with your firm.
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