Steps: Log in to the system. Locate the Client Management module. Click on Client List to view all registered clients. Find the client you want to invi...

Client portal allows your clients to access their data i.e. File progress, invoices, receipts etc. Follow the below steps: 1. Client will receive an em...

Steps: Log in to the system. Locate the Client Management module. Click on Client List to view all registered clients. Find the client you want to add ...

See the steps below: 1. Log in to the system 2. Navigate to the "Client Management" module by clicking on it in the main menu. 3. In the Clien...

Please note,  accurate client contact details are key. This information allows you to invite clients to access the portal, as the contact person(s) will rec...

 After an invite is sent, the client will receive an email notification. Steps: 1. In the email, click the "Access Your Account Now" link. 2....