Client Portal

Client Portal

Everything for your project, in one tidy place.

Sign in to review shared files, invoices, time records, project notes, and the latest materials for your work with Tracy B Design.

Files & deliverables

View proofs, download finished files, and upload the photos, copy, or documents Tracy needs from you.

Invoices & time records

Tracy can place invoice PDFs, estimates, and time-tracking sheets in private client folders for easy reference.

Change requests

Use the project support link Tracy provides to submit organized requests instead of losing revisions in email or text threads.

Project history

Keep important versions, approvals, and reference materials together throughout the project.

A note about portal features

The theme provides the branded entry page. The plugins provide the secure tools.

Filevue can handle private login, folders, uploads, downloads, and shared documents. Invoice and time information can be uploaded as private files or connected to a separate invoicing system later. Change requests can be handled through the installed ticket-management plugin once Tracy configures its client-facing link.