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πŸ” New: Google sign in & Magic Link Login for your clients

New Feature

Your clients now have two faster, more secure ways to access the portal:

πŸ”‘ Google sign in (enabled by default)

  • Works with self sign-up β€” new clients can create an account directly with Google
  • Existing password-based accounts are unified if the user signs in with Google
  • Clients can still log in with their password if they prefer

πŸ“© Magic Link Login (disabled by default)

  • Clients log in with a secure link sent to their inbox β€” no password needed
  • Great for clients without Google accounts or who prefer passwordless login

βš™οΈ Settings

  • Google sign in is active by default β€” you can turn it off in Client Portal Settings
  • Magic Links are off by default β€” you can enable them anytime in Client Portal Settings
  • Fewer login issues, stronger security, smoother client experience πŸš€

At the moment, this feature is only available for your clients in the portal. We plan to integrate Google sign in for internal users in the future.

Want to learn more? Check out the FAQ Article

CleanShot 2025-10-13 at 11.20.26@2x