Your whole practice, in one place.
Send an update, a document to sign, a review to book — to your whole client list at once. Each client acts in a tap, and you see who's read, booked and signed.
📣Announcements✅Approve & sign📅Events & booking🗳️Polls🗂️Resources🔔Reminders
Create your client hub →Any device · one link and a 6-digit code, nothing to install.
How it's made
You build it. You share one link.
Step 1
💼|
🗂️ Resources📣 Announcements✅ Action items📅 Events🗳️ Polls
Code••••••🔒
You build your board
→
Step 2
💬 To your clients
Your client hub 👉 knowtepad.com/lena-tan-wealth — code 482917
ABCDclients joined ✓
38 clients · no accounts
You share one link
Every knowte on the board is posted by you — members just tap to respond.
One board, two views
They see the board. You see who's done what.
Your client sees
💼
Lena Tan Wealth
Updates, documents & what needs doing.
🗂️ Resources — always pinned
📄Fact sheet
📝Onboarding
📑Agreement
💷Fee schedule
📣 Must-read
FY25 annual review pack is out
✓ Read
✅ Action item
Approve the updated fee schedule
✓ Approved
✍️ To sign
Advisory agreement
✓ Signed
📅 Review call
Book your Q3 slot
✓ Booked
🗳️ Poll
Next webinar topic?
RetirementTax & estate
Each client sees the board and their own taps — never another client.
You see the back room
Back room · Resources live
Pinned resources
📄Fact sheet
opened 46
📑Agreement
opened 31
💷Fee schedule
opened 44
Always on the board — every client, one place. You see what's getting opened.
Read the review pack
41 of 52 read11 outstanding
MTMrs Tan✓ 2:14pm
JLMr Lee✓ Tue
SWSiti W.not yet
Approve the fee schedule
38 of 52 approved3 need a call
MTMrs Tan✓ approved
RKRavi K.needs a call
SWSiti W.not yet
Sign the advisory agreement
29 of 52 signed23 outstanding
JLMr Lee✍️ signed
PSPriya S.✍️ signed
AhAhmad H.not yet
Q3 review-call bookings
18 booked6 slots left
MTMrs TanMon 3:00pm
DNDinesh N.Tue 10:30am
JLMr LeeWed 2:00pm
Next webinar topic
29 of 52 voted · Retirement leads. Tally builds itself.
Named, timestamped — export it when compliance asks.
Daily recall
A tap on their home screen
💬
Messages
📞
Phone
✉️
Mail
📷
Camera
🗓️
Calendar
💼K
Lena Tan Wealth
⚙️
Settings
🎵
Music
Not a message they scroll past.
A client adds your hub once, and it sits on their home screen as “‹your name›'s Knowtepad” — where they go for every review, renewal and update.
FAQ
How does a client sign something?
They open the document and tap Approve, Deny or Sign. You get a named, timestamped record.
What do clients need?
Your link and a 6-digit code — any device, nothing to install.
Is it private?
Yes. Each client sees the board and their own taps, never another client.