Features

Portal keeps business files from becoming chaos.

The desktop app owns local storage and file work. The site owns accounts, billing, downloads, trials, and admin management.

Portal Desktop / Feature workspace

FilesDocumentsFinanceSync

12Templates

31Receipts linked

5Routes monitored

Scope of WorkMapped to client fields

Draft generated

Receipt importTravel / materials suggested

Needs category

Rename plan6 sidecars preserved

Ready to apply

Output Inbox4 files waiting

Signing packetGuest link active

Conflict review1 protected file

1. Start from setup

Business profile, users, storage routes, templates, and client records have visible setup state before daily work begins.

2. Work inside app-like modules

Projects, documents, finance evidence, communication, and audit views share the same local-first record system.

3. Keep exits readable

Exports, signed documents, receipts, sync logs, and file manifests stay understandable outside the app.

Managed file lifecycle

Create managed files before work starts, open them in the right app, and keep exports linked to source files.

Project and design renames produce a plan, update sidecars, preserve file IDs, and queue locked files.

Capture files from Downloads, Desktop, or Portal Output Inbox without forcing users through messy folders.

Manual Explorer/Finder changes can be accepted, restored, reclassified, ignored, or marked missing.

Template-based business documents support draft, review, final, signing, supersede, void, and archive states.

Receipts, invoices, exports, bank records, and payment proof connect to transactions and tax categories.

Internal team users are plan-gated; external clients, creators, vendors, guests, and signers stay separate.

Portal can export audit packages and records so users retain access even if they stop using the app.