Accessing Client Portals

Written by Louryn Butler
Updated 2 weeks ago

There are two ways to access a client's portal from the Accountant Portal. The first is through your client list—simply click the purple 'Portal' action button next to the client’s name. The second method is from the 'Summary' tab, where you can click the purple 'Client Portal' button. This will open the client's portal in a new browser window, so be sure your pop-up blocker is disabled to allow access.

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