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.
Keep business records, design work, deliverables, archive, and cloud backup separated without managing two systems.
Templates link folders, documents, finance evidence, client records, and exports back to one project.
Protected files, signed docs, receipts, and change logs stay readable if a user leaves Portal.
Workflow showcase
Every main feature maps back to setup, projects, records, or audit.
Managed file lifecycle
Create managed files before work starts, open them in the right app, and keep exports linked to source files.
Rename and relink
Project and design renames produce a plan, update sidecars, preserve file IDs, and queue locked files.
Output assistant
Capture files from Downloads, Desktop, or Portal Output Inbox without forcing users through messy folders.
File manager reconciliation
Manual Explorer/Finder changes can be accepted, restored, reclassified, ignored, or marked missing.
Documents
Template-based business documents support draft, review, final, signing, supersede, void, and archive states.
Finance evidence
Receipts, invoices, exports, bank records, and payment proof connect to transactions and tax categories.
Team vs clients
Internal team users are plan-gated; external clients, creators, vendors, guests, and signers stay separate.
Audit export
Portal can export audit packages and records so users retain access even if they stop using the app.