Provide your clients with round-the-clock access to their invoices, account balances, and online payment options. A professional, self-service experience that accelerates collections.
Try Kantivo FreeReduce the volume of status inquiries and payment follow-ups. The Customer Portal offers each client a secure, branded dashboard where they can review invoices, verify their balance, retrieve statements, and submit payments online -- without needing to contact your office.
You determine what information is visible. Expose invoice history, payment confirmations, and account summaries while keeping internal margins and private notes hidden.
Clients browse their full invoice history in a single view -- open, settled, and past-due items clearly organized.
Collect credit card and ACH payments directly within the portal. Stripe handles secure, real-time transaction processing.
Clients pull their own account statements on demand. Eliminate the back-and-forth of emailing PDF attachments.
A full ledger of every payment submitted. Ideal for clients who require receipts for their own accounting records.
The portal displays your firm's name and logo throughout. Clients interact with an interface that feels like a natural extension of your brand -- because it is built to represent your business.
Get started with Kantivo today. The Customer Portal arrives in a future update -- included at no extra cost with Pro+ plans.