Client Portal
Questions answered in this article: How can my client receive the email notifications? Can I enable access for more than one primary contact? How can a ...
Thu, 6 Oct, 2022 at 11:42 PM
Questions asked in this article? What is the purpose of the On Hold Feature? How to change an Active client to an On Hold client? How to chan...
Wed, 10 Jan, 2024 at 5:36 AM
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
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
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...
Mon, 11 Mar, 2024 at 7:39 AM