The Client Portal is a secure online space where you can view and interact with everything related to your project — all in one place.
Instead of searching through emails or downloading attachments, the portal gives you a simple, organized way to review documents, complete forms, and take action when needed.
🔐 Why You’re Using the Client Portal
You’re seeing the Client Portal because you’re working with someone who uses TalleFlow to manage projects and communication.
The portal helps:
Keep all project details in one place
Reduce back-and-forth emails
Make signing and payments easy and secure
Ensure nothing gets lost
📄 What You Can Do in the Client Portal
Depending on what the TalleFlow business has shared with you, you may be able to:
View all businesses you’re currently working with (or have worked with in the past)
Access projects for each business
Complete questionnaires and forms
Review and sign contracts
View and pay invoices
Download files and documents
View shared designs (when available)
Track project activity and updates
Everything you see is specific to your project.
💳 Secure Payments
If you’re paying an invoice through the portal:
Payments are processed securely
Credit card information is protected
You’ll receive confirmation once payment is complete
The business never sees your full card details.
🔗 How You Access the Client Portal
You’ll usually access the portal through a link sent to you by email.
No account setup is required
No password is needed
Sign in is through magic link, just give your email and you'll receive a link to access your portal
You can open the link on desktop or mobile
Or to get started you can:
Visit portal.talleflow.com
Enter your email address
Click the secure magic link sent to your inbox
If you ever lose access, you can request a new link from the business you’re working with or just go to portal.talleflow.com
Working With Multiple Businesses
If you work with more than one business that uses TalleFlow, you’ll see a list of those businesses as soon as you sign in.
Each business appears as its own workspace.
When you click into a business, you’ll only see:
Projects related to that business
Documents, invoices, and messages tied to those projects
This keeps everything organized and prevents confusion between different clients or vendors you work with.
Project-Level Access
Inside a project, the Client Portal looks and feels similar to what the business sees — but tailored for you.
Depending on the project, you may see tabs such as:
Overview – key project details and status
Tasks – actions or deliverables assigned to you
Files – questionnaires, contracts, proposals, and shared files
Invoices – view and pay outstanding invoices
Designs – shared design assets (for example, Canva designs)
Messages – communication history related to the project
You can interact with documents and complete required actions directly from this view.
👀 What the Business Can See
The business can see:
When documents are viewed
When forms are submitted
When invoices are paid
When contracts are signed
This helps them move your project forward without needing reminders.
🔒 Your Privacy
Your portal access is:
Secure
Private
Limited only to your project
You can’t see other clients, and other clients can’t see your information.
❓ Need Help?
If something doesn’t look right, or you’re not sure what to do next:
Reach out directly to the business you’re working with
Or reply to the email that brought you here
They’ll be happy to help.