Clients

Entities as Clients

• How do I manage client workspace requests?
• How do I add a connection, professional or authorised user to an entity?
• How do I add an entity as a client?
• Why create a client workspace for an entity?

Client Setup

• How do I use the 'Advanced Search' feature?
• How do I remove a client?
• How do I add a client or client group to the client list?
• How do I add a co-owner?
• How do I create an account for a household that share an email address?
• Can I transfer a client into my portal from another Firm?

See all 9 articles

Client Onboarding

• Client Checklist : Information Required by a client for onboarding
• Onboarding your clients: Onboarding using an invitation email only
• Onboarding your clients: Onboarding using an e-signature request
• Onboarding your clients: Onboarding using a blank Digital form
• Onboarding your clients: Onboarding using a pre-filled Digital form

Client List

• How do I view client's Open banking consent expiry?
• How do I manage staff permissions to client accounts via the Client list?
• How do I add a team member or Authorised User to a Client's account via the Client list?
• How do I set a default client onboarding form?
• What is an External Client and how do I remove myself as a guest from an External Client's Team?
• How do I view my clients goals?

See all 13 articles

To-Dos

• How do I add a To-do in the Partner Portal?
• How do I complete a To-do in the Partner Portal?
• How do I edit a To-do in the Partner Portal?
• How do I put a To-do on hold in the Partner Portal?
• How do I use the filter in the To-dos page in the Partner Portal?

Client Portal Tips

• Client subscriptions: Starter subscription explained
• Client subscriptions: Pro subscription explained
• How do I manage my client's subscriptions?
• How can clients activate their portal?
• How do I demerge or remove a co-owner from a client group?
• How do I amend a client’s details (name, email, etc)?

See all 10 articles