Pleo’s Partner Portal has everything you and your entire practice need to handle all of your clients and their expenses in one place.
When you have been onboarded to the Partner Portal, we’re going to streamline the Pleo experience. From now on, when you log in, the first item in the menu will be the Partner Portal.
Click on that and you will be able to:
- Quickly onboard clients directly from the Partner Portal
- Easily access and switch between your clients’ Pleo accounts
- Add your co-workers to manage and access specific clients
Want to learn more? Just click on the bullet points above.