Overview

The Messages App makes client communication seamless, secure, and integrated. Clients can reply right inside your portal or directly from email notifications — so working with you feels effortless, even for clients who live in their inbox.

Key Benefits

• Secure, centralized messaging that keeps every client conversation organized in one place inside your portal.

• Clients and teammates can reply straight from email notifications, and replies sync automatically into the app.

• Send one message to all clients or companies at once, BCC-style, without exposing recipients to each other.

• Built-in team collaboration for internal notes, private team chat, and @mentions to pull teammates into a conversation.