Clients

Client Portal Tips

• Starter files - What can a client expect when adding credentials?
• How do I adjust a Client Group name?
• Can I transfer a client into my portal from another Firm?
• How do I invite guests to my clients' account?
• How do I amend a client’s details (name, email, etc)?
• How do I export transactions as CSVs?

Client List

• How do I export my client list to CSV?
• How do I demerge or remove a co-owner from a Client Group?
• How do I merge clients to form a Client Group?
• How do I add a co-owner?
• How do I add a client or client group to the client list?
• How do I bulk upload clients, team members and entities?

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