The portal, as your clients see it

The video is on its way

Until it's here, The client portal, as your clients see it walks through the same steps, and you can send that page to your clients.

What it shows:

1. The invite email, and choosing a password.
2. Signing in: the password, then a code sent by email.
3. The overview: what the firm needs, what it shared, deadlines and invoices.
4. Answering a request list item by item, and sending documents, including a photo taken with a phone.
5. Opening a document the firm shared, like a return.
6. The same request on the firm's side, with each answer coming in.

Read instead

• The client portal, as your clients see it
• The client portal, for your firm
• Request lists