Client PortalDashboard
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Address Mail
Correspondence and documents uploaded by your address manager
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📦 Shipping Requests
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My Documents
Lease agreements, utility bills, and formation documents
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Proof of Address
Your assigned proof of address documents
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Admin Dashboard
Manage all clients and their services
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Upload Mail
Upload one or many scanned mail items to a client's inbox
Click to insert at cursor. These are replaced with each client's actual data when sending.
Click to upload or drag & drop
PNG, JPG, PDF — up to 20 MB each — select several files for a bulk uploadDocuments
Upload documents for clients and view the full history
Files are organized into a folder for this client automatically.
For a single file. Multiple files are named after their filenames.
Applied to all files in this upload.
Click to select file(s) or drag & drop
PDF, PNG, JPG, DOCX — multiple files supportedMy Tickets
Create requests and track their progress
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All Clients
Assigned addresses, address timelines & proof of address
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Email Settings
Configure automated email notifications sent from your portal
Notifications about new signups, tickets, and client activity are sent here.
The "From" address on outgoing emails. Must be verified in Resend.
Get your key at resend.com/api-keys. Leave blank to keep current key.
Included in the welcome email as a "Complete Payment" button. Leave blank to skip.
Choose which events send automatic emails.
Send a test email to confirm your Resend key and from address are working correctly.
Settings are stored securely in your Supabase database and loaded on each page visit.
Client Tickets
Manage and respond to all client requests
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Ship Mail
Track requests to ship your physical mail
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Message Your Address Manager
Choose what your message is about. Each topic keeps its own conversation.
Ship Mail Requests
Client requests to ship physical mail to their address
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Message to Address Manager
Client conversations from "Message Your Address Manager"
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All Mail
All mail across all clients
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