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                                                                              • keyboard_arrow_right Client Portal
                                                                              • keyboard_arrow_right Supporting Your Clients

                                                                              Supporting Your Clients

                                                                              While the portal has been designed to be as easy to use as possible, there will be times when your clients need a little handholding, and it will be your firm's responsibility to provide that. Fortunately, we've made it very easy to do this by allowing you to log into their portal and see what they are seeing. This will enable you to answer their questions and help them move the project forward!

                                                                              How To Access the Client's Portal

                                                                              To access your client's portal, you will need to go to your Address Book and then to the Client Portal Tab in the client's Address Book Detail view. 

                                                                               

                                                                               

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