How Does the Zoho Books Client Portal Work - How Do I Manage It with My Clients
Click this link for a short video overview along with help guide documentation on the various features:
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What is the Zoho Books Portal?
Watch this short video over to learn all the features available in the Zoho Books Portal: https://www.youtube.com/watch?v=X2lNTAsQhG0
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Private Brand Zoho's DESK Portal
Here's a link to a summary of steps we need to follow to complete the private branding of the Zoho Desk Portal around your domain name: https://help.zoho.com/portal/kb/articles/support-customers-from-your-own-domain