Client Portal

To send Client Portal Invite
Client Portal is a secure web application that allows your clients to access their data. Note that the clients' contact person(s) registered in the syst...
Mon, 31 Jan, 2022 at 9:38 AM
How to Log into the Client Portal
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...
Mon, 31 Jan, 2022 at 9:41 AM
How to add Client Contact details
Please note that the clients contact details are key this will allow you invite clients to access the portal since the contact person(s) are the ones who re...
Mon, 31 Jan, 2022 at 9:43 AM
How to Sent a Client Portal Invite
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...
Thu, 24 Oct, 2024 at 10:20 AM
How to Add a Contact Person(s) Details
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...
Thu, 24 Oct, 2024 at 10:22 AM
How to Access the Client Portal
 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....
Thu, 24 Oct, 2024 at 10:24 AM