Elevate your client experience and get your team the information they need from accounting and bookkeeping clients faster.
Automate the collection of files, feedback, and forms and give clients access to everything they need in a single portal.
Clients upload files by clicking a magic link sent to their email and can access files you share with them through a secure portal.
Give your clients a secure, easy, and professional way to provide information and communicate with your team in branded client portals.
Motion.io’s client tasks replace back-and-forth emails and endless threads. Motion.io notifies clients when new tasks are assigned and sends automatic reminders until they are completed.
Provide a Help Desk directly in your portals where clients can submit requests. Easily track the status of tickets and communicate with the clients who submit them.
Simple and secure, clients complete tasks and access their portals by clicking a magic link sent to their email – no account or login required.
Learn the platform in less than an hour. Start elevating your client experience in less than a day.