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Frequently Asked Questions
How do I create a client portal?
Simply click on "Try for free" and follow the step-by-step instructions to set up your personalized portal in minutes.
Can I share documents securely?
Yes, Portalease ensures that all documents, invoices, and messages are securely shared with your clients.
Is there a mobile app?
Currently, Portalease is fully accessible via any web browser on mobile devices for convenience on the go.
How do I invite clients?
Open your portal dashboard, go to Clients and send an invitation by email. Your client will receive a secure link to access their portal.
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