How to grant access to my clients for the portal?

Last modified 4/29/2025 3:08:44 AM EST

To allow your client access to the secure portal, you must first customize and enable Client Portal. Once enabled, you can send an email invitation inviting your clients to access their secure portal.

Upon clicking the URL provided in the email, your clients can verify their email address using a One-Time Authentication (OTA) code to log in and take advantage of the following features:

• Review and respond to the forms you prepared for them

• Securely exchange files with you

• Download shared forms for review

• Communicate directly through the portal

• Manage multiple businesses within the portal