Here is what is seen by your client in the client portal.
ALWAYS SYNCED:
Invoices
Client Info (name, address, email, phone, etc...)
Job Name
Job Date and Times (if added)
Appointment Dates and Times (if added)
SYNCED UPON SENDING / Clicking MARK SENT:
(forms marked with needs sending are not added into the client's portal until sent)
Forms / Questionnaires
Proposals
Contracts
Emails
Titles of invoices, forms, and contracts
Here is what is NOT seen by your client:
To do lists
Call log
Notes
Added Expenses to the job
Custom Mapped Fields
Tags