Client Portal
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 change an...
Tue, 24 Jun, 2025 at 5:24 PM
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 for ...
Wed, 23 Jul, 2025 at 11:53 PM
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