Using client portal and troubleshooting the most common issues
- Client Portal - First time login
- Can clients login to see their own data via a portal?
- What data do clients have access to when invited to the client portal?
- How to check which content has been shared with a client in the portal
- Client Portal - I cannot reset my password
- How to tell if a client has access to the client portal
- What to do when a client cannot login to the portal
- Client Portal - how to handle cases where a couple or family share the same email address
- Client Portal Login FAQ