Setting Up the Client Portal
Configure the secure client-facing portal where clients upload documents, sign forms, pay invoices, and message your firm.
- 01
Enable the Client Portal
Go to Settings > Client Portal > General. Toggle 'Enable Portal' on. Choose your portal URL slug (e.g., portal.yourfirm.com) and set branding colors.
- 02
Configure Portal Features
Select which features clients can access: Document Uploads, E-Signatures, Invoice Payments, Messaging, and Appointment Booking. Toggle each on or off.
- 03
Invite Clients to the Portal
Go to CRM > select a client > click 'Send Portal Invite'. The client receives a branded email with a secure login link and instructions.
- 04
Manage Document Requests
Create document request lists (e.g., 'Tax Season Documents') and assign them to clients. Clients see a checklist in their portal and can upload files directly.
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