The Client Portal is accessed through a secure link sent to you by the business you’re working with. You don’t need to create an account or remember a password — everything is designed to be simple and secure.
📩 How You Receive Access
You’ll receive a Client Portal link by email when the business shares something with you, such as:
An invoice
A contract
A proposal
A questionnaire or form
Or to access it straight up:
Go to portal.talleflow.com
Enter the email address you use to communicate with the business
Click Send Access Link
Check your inbox and click the link in the email
The email will include a button or link that takes you directly to your portal.
🔗 Opening the Client Portal
To access your portal:
Open the email sent by the business
Click Open Portal button
The Client Portal will open in your browser
After signing in, you’ll see a list of businesses you’ve worked with that use TalleFlow.
Each business appears as its own card.
From here:
Click a business to open its dashboard
View only the projects and documents related to that business
Switch between businesses if you work with more than one
This keeps everything clearly separated and easy to navigate.
That’s it — no login required.
🔐 Do I Need an Account or Password?
No.
You do not need to create a TalleFlow account
You do not need a password
Your access is tied to the secure link sent to your email
If the business requires additional verification, they’ll let you know.
💻 Supported Devices
You can access the Client Portal on:
Desktop computers
Laptops
Tablets
Mobile phones
For the best experience, we recommend using a modern browser like Chrome, Safari, or Firefox.
🔄 Lost or Expired Link?
If your link doesn’t work or you can’t find the email:
Ask the business to resend the portal link
Or reply directly to the email you originally received
They can quickly generate a new one for you.
👀 What You’ll See After Opening the Portal
You’ll only see content related to your project.
🔒 Security & Privacy
Your portal access is:
Secure
Private to you
Limited to your project only
No other clients can see your information.
❓ Need Help Getting In?
If you’re having trouble accessing your portal:
Double-check that you’re using the correct email
Try opening the link in a different browser
Contact the business directly for help
They’ll be happy to assist.
