Deploying Your Branded Client Portal with Magic Links
White-label your client portal on your own domain with passwordless magic-link login and 100% tenant data isolation.
Give your corporate clients a modern, branded collaboration experience. Your client portal reflects your firm's brand identity while eliminating password management friction.
21. White-Label Domain & Branding Setup
Deploy your portal on your practice domain (e.g. portal.yourfirm.com) with custom logo, primary color scheme, and firm contact information.
32. Passwordless Magic Links
Clients never have to remember passwords or submit password reset requests. They receive single-use, time-limited magic links via WhatsApp or verified email that grant immediate, authenticated access.
43. Multi-Tenant Data Isolation
Every client workspace operates in complete data isolation. Clients can only see their designated legal entities and approved deliverables, with zero visibility into other firm matters or internal notes.
Need assistance configuring this module for your firm?
Our practice onboarding specialists provide 1-on-1 migration assistance, custom GSP bridge configuration, and team training for CA partnerships.