Your clients' payment cards

Store which card pays for each client's ads, domain or tools, encrypted and linked to the clients that use it.

Included in every plan, Free too

The problem

"Which card pays for this client's ads?" Card numbers float around in chats and photos, and every renewal ends in a message to the client.

How it works

  1. 1

    Add the card

    Cardholder, number, expiry, security code, bank and notes.

  2. 2

    Link it to one or more clients

    The same card can pay for things across several clients.

  3. 3

    Use it when needed

    Anyone with access to the client sees it and copies the number or code in one tap.

Details

  • The number and security code are stored encrypted.
  • Viewing a full card is logged.
  • Anything copied is cleared from the clipboard after 45 seconds.
  • The Free plan includes 1 card; from Freelancer on, unlimited.

Frequently asked questions

Who can see a card?

Anyone with access to one of the linked clients. Editing it requires an editor role or higher.

Can the client send me their card through the intake link?

No. The intake link is for logins only; cards are added by someone on the team.

Related

Get your clients' logins in order today

Create your free account in a minute. No card needed.

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