TalleFlow

A secure place to review documents, make payments, and stay connected.

What Is the Client Portal?

How to open your portal and view your project information.

Accessing the Client Portal

How to review and securely pay your invoice.

Paying an Invoice in the Client Portal

How to review terms and sign your contract online.

Reviewing & Signing Contracts in the Client Portal

How to fill out and submit forms shared with you.

Completing Questionnaires in the Client Portal

This article walks you through what you’ll see and how to navigate it.

Navigating Your Client Dashboard & Projects

This article explains how to find your documents and what actions you can take as a client.

Accessing & Completing Documents in the Client Portal

Vaasu Guduguntla

Guide for clients to understand how to use the client portal and work with TalleFlow businesses

Client Portal

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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