Cone

Clients

Importing clients from your accounting software

Client management

How to access client workspace settings

How to invite a client to the client portal

Enhance client engagement with Cone’s Client Requests feature, streamlining workflows and communication seamlessly

Client requests overview

Boost client collaboration with Cone's Client Portal for seamless task management and secure communication

Client portal overview

Custom domain for client portal

How to assign team members to clients

Streamline client onboarding with e-signature requests in Cone—create, send, and retrieve signed documents effortlessly

How to create and send an e-signature client request

Create secure document upload requests from clients. Clients upload files via portal, documents are centralized in Cone

How to create and send a document upload request

Automate information collection with form client requests, enabling seamless data collection, and accessing information effortlessly

How to create and send a form client request

Client workspace

Website

Find answers and get help from Intercom Support and Community Experts

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