You can now add an extra layer of security to your client portals with one-time password (OTP) protection.

Whether you want to secure access from the very first connection or only once a client has started entering information and uploading documents—you decide when it kicks in.

We’ve made it flexible:

• OTP is sent by email for a smooth user experience
• You can fully customize the email content to match your tone and context

It's a simple way to keep sensitive workflows secure while keeping things easy for your clients.