Client Portal

Client Portal – For Staff

• Client Logins
• Creating Client Queries
• Supporting Documents and Client Queries
• Adding Client Queries function in existing files
• Sending Notifications to your client
• Receiving Notifications to your Firm Contact

Client Portal – For Your Clients

• Logging into the Client Portal
• Retrieving or resetting your password - for clients
• Creating Queries
• Supporting Documents and Client Queries
• Sending Notifications to your firm