Client dashboard
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Total clients
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Active
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Needs attention
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Invites pending
| Client | Vault | Status | Last check-in | Next due | Days left ▲ | Frequency |
|---|---|---|---|---|---|---|
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Invitations
Send invitation
Enter a client email address. They receive a personalised invitation from your firm and you are automatically added as a protected recipient on their vault.
Pending
| Sent | Expires | ||
|---|---|---|---|
| No pending invitations | |||
Settings
Firm profile · White-label delivery
PNG, JPEG, SVG, or WebP. Max 2 MB.
Client seat cap
Set a courtesy limit to avoid accidentally crossing a pricing tier. Bulk imports that would exceed this cap will show the cost before proceeding. Leave blank to disable.
Export reports
Download a snapshot of your full client table for your records.
Onboarding pack
Branded PDF for client signings. Explains what Holdfast is, how to set up the vault, and what you can and cannot see.
Referral tracking
Share your unique referral link with clients. When they share it and someone signs up, the referral is attributed to your firm.
Two-factor authentication
Not enabled
Add a second sign-in step using an authenticator app.
Protect your firm dashboard with a time-based one-time code from Google Authenticator, Authy, 1Password, or any TOTP-compatible app. You'll be asked for the code each time you sign in.
Close account
To close your Firm account, email [email protected] with at least 30 days' notice. During the notice period, connected clients will be notified and their plans transitioned. Your dashboard remains accessible until the closure date.
Plan & Billing
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Plan: —
Invoice: —
Renews: —