Use this page when a client needs access to the client portal.
Open Client Access
Use Client Access settings to review the portal link and access controls before sending the invite.
Invite The Client
Use Invite to send the client portal invitation. Confirm the recipient and the client before sending.
What The Client Sees On Desktop
After access is set up, the client lands in the portal home. Point them to the correct card: Upload Documents for files, Transactions for bank-line questions, Work for requests, Reports for financial statements, and MY for profile or logout.
What The Client Sees On Mobile
If the client is replying from a phone, the same workflow is available through home cards and bottom navigation.
Check Before You Leave
The invite should go to the correct person, the client should know which portal screen to open, and the request should match the work you need them to complete.
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