Invite a client

What it is for: giving each client their own secure login to your branded portal.

Invite one client

1. Open Clients, then choose Invite client.
2. Enter the client’s name and email.
3. Send the invitation. The client receives an email to set their password and open their portal.

Import many clients

1. From Clients, choose Import.
2. Upload your list as a spreadsheet following the columns shown on the page.
3. Review the import and confirm. Invitations go out to the new clients.

Good to know

• A client only sees your firm and the work you do together.
• If a client says the invitation expired, resend it and a fresh link is created.