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MyWorkpapers
Client Portal
Client Portal
Learn how to link, interact and work alongside your client's using MyWorkpapers
Client Portal – For Staff
Assigning Client Checklists
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
