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Two-factor authentication and customisable dashboard

Add 2FA protection to your account and customise which columns appear on client dashboards.

Two-factor authentication

Add an extra layer of protection to your Briefcase account with two-factor authentication. Choose between an authenticator app or email delivery.

Once enabled, Briefcase will ask for a 2FA code every 30 days or whenever you sign in from a new device. This feature will become mandatory in coming weeks.

Customisable client dashboard

Display only relevant data on your dashboard — descriptions, due dates, totals, or custom combinations. Click "View" in the top-right to select desired columns. Preferences are automatically saved and apply across all client dashboards.