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Client Portal

Last Update 10 hari yang lepas

What Is the Client Portal? Accessing the Client Portal Accessing & Completing Documents in the Client Portal Paying an Invoice in the Client Portal Reviewing & Signing Contracts in the Client Portal

Accessing the Client Portal

Vaasu Guduguntla

Last Update 11 hari yang lepas

The Client Portal is accessed through a secure link sent to you by the business you're working with. You don't need to create an account or remember a password — everything is designed to be simple and secure.

 📩How You Receive Access

You'll receive a Client Portal link by email when the business shares something with you, such as:
  • An invoice
  • A contract
  • A proposal
  • A questionnaire or form
Or to access it straight up:
  1. Go to portal.talleflow.com
  2. Enter the email address you use to communicate with the business
  3. Click Send Access Link
  4. Check your inbox and click the link in the email
The email will include a button or link that takes you directly to your portal.

 🔗Opening the Client Portal 

To access your portal:
  1. Open the email sent by the business
  2. Click Open Portal button
  3. The Client Portal will open in your browser
After signing in, you'll see a list of businesses you've worked with that use TalleFlow.

Each business appears as its own card.

From here:
  • Click a business to open its dashboard
  • View only the projects and documents related to that business
  • Switch between businesses if you work with more than one
This keeps everything clearly separated and easy to navigate.

That's it — no login required.

🔐 Do I Need an Account or Password?

No.
  • You do not need to create a TalleFlow account
  • You do not need a password
  • Your access is tied to the secure link sent to your email
If the business requires additional verification, they'll let you know.

 💻Supported Devices

You can access the Client Portal on:
  • Desktop computers
  • Laptops
  • Tablets
  • Mobile phones
For the best experience, we recommend using a modern browser like Chrome, Safari, or Firefox.

🔄 Lost or Expired Link?

If your link doesn't work or you can't find the email:
  • Ask the business to resend the portal link
  • Or reply directly to the email you originally received
They can quickly generate a new one for you.

👀 What You'll See After Opening the Portal 

You'll only see content related to your project.

 🔒Security & Privacy

Your portal access is:
  • Secure
  • Private to you
  • Limited to your project only
No other clients can see your information

❓ Need Help Getting In?

If you're having trouble accessing your portal:
  • Double-check that you're using the correct email
  • Try opening the link in a different browser
  • Contact the business directly for help
They'll be happy to assist.

🏠 Branded Client Portal links

Many businesses now use their own branded web address for the Client Portal instead of only the shared TalleFlow portal link. You still sign in with the same secure magic link, and the address in your email matches the business you are working with.

  • Magic-link email – the sign-in link opens on the same host you requested access from
  • Hub Open: when you pick a business from the portal hub, you land on that business's branded site, already signed in
  • Same host sign-in – if you are already signed in, visiting Sign in on that host takes you straight to your dashboard

💳 Paying on a business's portal address

Invoice checkout now works on the business's branded portal address. After you pay, Stripe returns you to the same site you started on.

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