How do I create a TechoStop account?
Sign up free at techostop.com/register with your email - no credit card required. You then create your first business profile and can immediately invite clients and team members.
TechoStop Help Center
Guides and answers for getting the most out of TechoStop, the all-in-one client portal software. Browse the topics below or contact support.
Getting started
How do I set up my first business in TechoStop?
After signing up, TechoStop prompts you to create a business with its name and details. Each business has its own clients, documents, invoices, and public profile, and you can manage several businesses from one account.
Is TechoStop free to use?
Yes, TechoStop offers a free-forever Starter plan with no credit card required. Paid Business ($9/month) and Enterprise ($29/month) plans add higher limits and premium features.
How do I invite clients or employees?
Open Clients or Employees in your TechoStop dashboard and send an email invitation. The recipient gets a link to create an account and access the portal with the role and permissions you assign.
Clients and the portal
How do clients access their portal in TechoStop?
When you add a client, they receive an email invitation to create an account. After signing in, they use the portal to view shared documents, sign e-documents, see invoices, book meetings, and follow project updates.
What can clients do inside their portal?
In the TechoStop client portal, clients can view and download shared documents, sign agreements, track their invoices, book meetings, chat with your team, and follow the progress of their projects - all in one secure place.
Can I manage multiple businesses with one account?
Yes, TechoStop lets you create and manage multiple businesses from one account, each with its own clients, documents, and public profile. Starter includes 1 business, Business includes 2, and Enterprise offers unlimited.
Invoices and expenses
How do I create an invoice in TechoStop?
Open Invoices in your dashboard, click Create Invoice, add the client and line items, and send it. TechoStop produces a professional invoice you can share with the client and download as a PDF.
Does TechoStop process payments?
No, TechoStop helps you create and track invoices and record payments you receive - it does not process card payments on your behalf. You mark invoices as paid or partially paid as funds come in, and TechoStop keeps the payment history.
How do I record a payment against an invoice?
Open the invoice and choose Record Payment, then enter the amount received. TechoStop updates the invoice status to partial or paid and logs it in the payment history so your balances stay accurate.
Can I track business expenses?
Yes, TechoStop's Expense Tracker lets you log expenses, attach receipts on paid plans, categorize spending, and run approval workflows so you can see exactly where money is going.
Documents and e-signatures
How do e-signatures work in TechoStop?
Upload a PDF or create a text-based agreement, then share it for signature by link, email, or by assigning it to a client. Recipients sign by typing or drawing their name, and you receive the signed copy instantly.
Are TechoStop e-signatures legally binding?
Yes, e-signatures in TechoStop are legally binding and record a timestamp and IP verification for each signer, providing an audit trail that supports legal compliance.
Where are my documents stored?
TechoStop stores documents in encrypted cloud storage with row-level security, so only authorized members of your business can access them. Data is encrypted both in transit and at rest.
Meetings and scheduling
How do clients book meetings in TechoStop?
Share your public calendar link and clients pick an available slot. TechoStop adds the meeting to your schedule and can attach a meeting link for the call, removing the back-and-forth of scheduling emails.
Can I set my availability rules?
Yes, set your availability in TechoStop's Meetings settings so clients can only book times that work for you, and block out dates or hours you are unavailable.
Account, plans and billing
How do I upgrade or change my plan?
Open Subscription in your TechoStop dashboard to upgrade, downgrade, or change your plan. Changes take effect immediately and you keep all of your data.
What happens when I reach my plan limits?
Nothing is lost. TechoStop shows clear usage indicators and notifies you as you approach a limit, so you can upgrade your plan or free up space to add more. Your existing data stays intact.
Is my data secure with TechoStop?
Yes, TechoStop encrypts data in transit and at rest and uses row-level security so users only access their own data. It relies on trusted providers including Cloudflare, Cloudinary, and Razorpay.
How do I contact TechoStop support?
Reach the TechoStop team through the Contact page, or open a support ticket from the Help section in your dashboard. Paid plans include priority support and faster response times.