Help centre / The client portal

The client portal

Your clients' own view of their affairs, in your firm's name.

In the workspace: Clients → a client → Portal access

1. Open a client and invite the person who deals with you. They set their own password from an emailed code.
2. In the portal they see what is due, send documents you have asked for, pay invoices, ask for an appointment and read your circulars.
3. Clients sign in with a password and a code emailed to them each time.

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