Help / The client portal

How do I invite a client to the portal?

On the client's page, invite their contact by email. They get a sign-in link; the first time they use it they are in. Invitations last 14 days; inviting again renews it.

Client logins are free and do not count towards your users.

More on the client portal

• What do clients see in the portal?
• Will the portal show my firm's brand?
• How do we put the portal on our own web address?
• Can a client manage their own people?

Not answered here? Contact us.