Client Portal Tips
- How do I change a client's email address?
- How do I view client's Open banking consent expiry?
- Client subscriptions: Starter subscription explained
- Client subscriptions: Pro subscription explained
- How do I manage my client's subscriptions?
- How can clients activate their account?
- How do I ungroup clients?
- How do I amend a client’s details (name, phone number, etc)?
- How do I invite guests to my clients' account?
- How do I export transactions as CSVs?
- How do I direct property statements straight to the portal?
- How do I edit a client's property details on their behalf?