Clients
Entities as Clients
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?
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?
To-Dos
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)?