Client Portal

Expired Email Tokens
Questions answered in this article: What should you do if the welcome email token has expired? How to request a new password reset after an expired token...
Mon, 15 Jan, 2024 at 4:51 PM
Updating Credit Card Information on the Client Portal
Questions answered in this article?  How to remove or replace credit card details from the client portal?      To update the credit card on...
Mon, 15 Jan, 2024 at 5:14 PM
Uploading Documents via the Client Portal
Questions answered in this article: Where can I find the "Upload" feature? Can I upload multiple documents at once? Is there a size limit f...
Thu, 18 Jul, 2024 at 6:56 AM
Troubleshooting - Testing the client portal link
Questions answered in this article: What should I do if the link opens up to my dashboard? How do I test the client portal link? Is it possible to l...
Mon, 22 Apr, 2024 at 7:41 AM