Yes, the client portal is fully gated because it holds sensitive financial information. When your client clicks their invitation or branded link for the first time, they land on a secure sign-in screen where they either create a password or continue with Google. Once their login is set up, they go straight into their branded portal to complete the application, upload documents, and message you. Everything is protected with 256-bit encryption and SOC 2 standards, so your client's data stays safe from the moment they sign in.
Is my client's portal link secure, and how do they log in the first time?
client-portal · NEW · weekly mining 2026-06-22
Written by Cohen Nagel