Partner support help centre
How do I Reset my password?
How do I change my password?
How do I set up my services in the Partner Portal?
How do I set up Report Covers ?
How do I send a digital form to a client?
How do I create a digital form for a client (Open a new form)?
How do I use the Upload documents feature?
How to delete a document sent for signing
How do I get the eSignature certificate?
Can a couple sharing an email address sign documents electronically?
Overview of the Partner Portal Dashboard
How do I remove (unlink) a client from my Portal?
How do I perform bulk actions on the client list?
How do I add a co-owner?
How do I assign staff to client files?
How do I merge clients?
How do I use the filter on client Goals?
See all 7 articles
How do I work inside the Room feature?
How to Create a Room for a Client