🔗 Accessing the Client Portal
The easiest way to access is inside of a Project. Open an email link you currently have, then access the main page.
1. Next to the name of the Project, click on Switch to open the menu.
2. Click on Client Portal.
If you have not authenticated in the same session, for security you will be asked to sign in and authenticate.
3. Enter your email address (this will typically autofill).
4. Click Sign in.
5. You will complete Multi-Factor Authentication (MFA) to your email or phone. Click Send code to begin the process.
6. Retrieve the Verification Code and enter it here.
7. Click Verify to complete the authentication!
📗 Tip: If you do not have a Project currently or have lost the link, ask the firm to send you a new link. The firm can also send you the Client Portal link directly!
🔎 Client Portal Overview
🎉 You made it! 🎉 The Client Portal main page displays all of the actions you can take, at a glance!
- A. View your list of currently active Projects. You can click on an item to open it, and return to the Client Portal via Step 1 & 2 in Accessing the Client Portal instructions above.
- B. If the firm has stored files for you, you can see them here in My Files.
- C. If you would like to upload files outside of a Project, you can do so here. Learn more about the process in our Dropping Off Files in Client Portal article.
- D. If your information has changed (i.e. Name, Email, Phone) or needs to be added (Date of Birth, Social Security Number), you can add it here. To learn more, check out our article on Updating Your Information.
- E. The profile menu directs you to the Update My Information page as well, and also lets you sign out once you are done.
📝 Note: If you sign out this way, you will need to re-authenticate to log back in.
