Desk FT

Desk FT is a branded client portal for one-person businesses and small practices. Give every client one app — with your logo, your colours, your name — instead of scattered email threads, shared folders and PDFs. Your clients open it and see your brand, not a generic tool. You look like you have a proper operations team. You built it in an afternoon. THREE THINGS CLIENTS ALWAYS ASK — SOLVED • "Where are we at?" → a clean Timeline of progress, so clients stop chasing you. • "Where's that document?" → a Vault for every file, in one place. • "Can you fill this in?" → Forms clients complete on their phone — no printing or scanning. EIGHT MODULES, MIX AND MATCH PER CLIENT • Timeline — post milestones and updates. • Vault — share and collect documents securely. • Form — intake forms and questionnaires, filled in-app. • Checklist — track what you still need from each client. • Link Hub — booking, payment links and resources in one place. • Calendar — clients request a time, you confirm. • Messages — a private, two-way conversation on the desk. • Invoices — bill a client for real-world work; get paid by card or Interac e-Transfer, no cut taken. Plus push notifications, so nothing gets missed. BUILT FOR SERVICE BUSINESSES Accountants, tutors and music teachers, personal trainers and health coaches, immigration consultants, mortgage brokers, wedding planners and paralegals — anyone who collects documents, tracks client status, and wants to look more professional without hiring a developer. HOW IT WORKS 1. Brand your workspace — name, colour, logo, welcome message. 2. Create a desk for each client and switch on the modules you need. 3. Invite the client with a link or QR code. They download the app, sign in, and see your branded portal. Updates sync live. WHY DESK FT • Looks like you built it — fully branded. • One place for everything — no more "did you get my email?" • Set up in minutes, not weeks. • Private and secure — each client only sees their own desk. FREE OR PRO Free (forever): 1 workspace, 2 client desks, all 8 modules, full functionality. Pro ($19.99 CAD/month): 5 workspaces, 10 desks each, every module. Storage: 1 GB per account, on both plans. Questions? [email protected] Privacy: https://deskft.com/privacy.html Terms: https://deskft.com/terms.html