Client Portal
Give each client one place to see their quotes and invoices, raise support tickets and find answers in your knowledge base, under your company’s brand.
What your clients can do
Invite-only access
Clients log in with their email and a password after your company invites them. Only people you invite can get in.
Quotes and invoices
Clients see the quotes and invoices you have issued them, in one place instead of scattered email threads.
Support tickets
Clients open a ticket and follow it until it is resolved, without chasing your team by phone.
Activities and knowledge base
Clients see the activities on their account and read your knowledge base articles for quick answers.
Your brand, on your website
The portal carries your company’s branding, and you can embed it on your own website so clients reach it from a page they already know.
You set it up in OneOffice settings: turn it on, add your branding, copy the embed code and invite your clients.
Send Maya payment links
Payments sit outside the portal. When an invoice is due, send your client a Maya payment link (Visa or Mastercard). The payment is recorded next to the invoice in OneOffice.
See OneOffice with your own setup
We will walk you through the modules that matter to your business.
Book a demo Get a quote