> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

<Steps>
  <Step title="Choose your subdomain">
    Pick a subdomain like:

    * books.yourfirm.com
    * portal.yourfirm.com
    * clients.yourfirm.com
  </Step>

  <Step title="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
    ```
  </Step>

  <Step title="Enter domain in Pluvel">
    Go to **Firm Settings → White Label → Domain**.
    Enter your full subdomain (books.yourfirm.com).
  </Step>

  <Step title="Verify and activate">
    Click **Verify Domain**. Once DNS propagates (up to 24 hours), your domain is active.
  </Step>
</Steps>

### 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**.

<Card title="White-label pricing" icon="dollar-sign" href="/accountants/white-label/pricing">
  Understand white-label pricing options.
</Card>