Client portal
What clients see, how requests work, and sharing documents safely.
The client portal
What clients see when they sign in, how the portal stays current without anyone sending attachments, and what clients can and cannot do.
QuickstartPortal clients, Business owners, Firm staff
Reading your reports in the portal
Which statement answers which question, how to read a month that is still open, and what to do before quoting a number to a lender.
How-toPortal clients, Business owners
Requests: answering your bookkeeper
Why requests exist, how to answer them quickly, and why a two-line answer today prevents a wrong number next month.
How-toPortal clients, Business owners
Sharing documents securely
Why sensitive financial documents should not travel by email, how portal sharing and secure links work, and what to do if something was sent the wrong way.
How-toPortal clients, Business owners, Firm staff, Bookkeepers