Client Portal

Customize the client portal experience.

The client portal is where your clients access their financial data, upload documents, and communicate with you.

Custom domain

Set up a branded URL for client access.

Domain setup

1. Choose your subdomain

   Pick a subdomain like:

   • books.yourfirm.com
   • portal.yourfirm.com
   • clients.yourfirm.com
2. Add DNS record

   Add a CNAME record pointing to portal.pluvel.com:

   Type: CNAME
   Host: books (or your chosen subdomain)
   Value: portal.pluvel.com
   TTL: 3600
   
3. Enter domain in Pluvel

   Go to Firm Settings → White Label → Domain. Enter your full subdomain (books.yourfirm.com).

4. Verify and activate

   Click Verify Domain. Once DNS propagates (up to 24 hours), your domain is active.

SSL certificate

We automatically provision an SSL certificate for your domain. No action required.

Login page

Customize the login experience:

Element	Customization
Background	Color, gradient, or image
Logo	Your logo (centered)
Welcome text	Custom headline
Footer	Your contact info

Login page settings

1. Go to Firm Settings → White Label → Login Page
2. Configure each element
3. Preview changes
4. Publish

Portal layout

Control what clients see in their portal:

Navigation items

Show or hide sections:

• Dashboard
• Transactions
• Invoices
• Documents
• Reports
• Settings

Disable sections clients shouldn’t access.

Dashboard widgets

Choose which widgets appear on their dashboard:

• Cash position
• Recent transactions
• Outstanding invoices
• Document requests
• Messages

Quick actions

Customize the action buttons:

• Upload documents
• Contact us
• View reports
• Pay invoice

Portal content

Welcome message

Set a welcome message that appears when clients first log in:

1. Go to White Label → Portal → Welcome
2. Write your message (supports rich text)
3. Add a video introduction (optional)
4. Set to show once or always

Help content

Add custom help content:

• FAQ section
• Getting started guide
• Contact information
• Links to your help resources

Announcements

Post announcements visible to all clients:

• Year-end reminders
• Holiday schedules
• Service updates

Announcements appear as a banner in the portal.

Client permissions

Control what clients can do in their portal:

Permission	Options
View transactions	All / Categorized only / None
Edit transactions	Yes / No
Upload documents	Yes / No
Run reports	Yes / No
Invite team members	Yes / No
Update payment method	Yes / No

Set defaults at the firm level, override per client.

Mobile experience

The portal is mobile-responsive. Clients can:

• View their dashboard
• Upload documents (including camera photos)
• Send messages
• View reports

Mobile app (coming soon)

A branded mobile app is in development. You’ll be able to offer a dedicated app under your brand.

SSO integration

For enterprise clients, enable Single Sign-On:

1. Go to White Label → SSO
2. Configure your identity provider (Okta, Azure AD, etc.)
3. Clients log in with their existing credentials

Available on Firm Scale plan.

Analytics

Track portal usage:

Metric	Description
Logins	How often clients log in
Pages viewed	What they look at
Documents uploaded	Upload activity
Time spent	Engagement level

View in Firm Dashboard → Analytics → Portal.

White-label pricing

Understand white-label pricing options.