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Add A Client Portal Access Button To Your Firm’s Website

Introduction

The client portal is a great tool for your clients to access items which have been shared with them. 

If you have not yet enabled your client portal, follow those instructions here.

How To Add Portal Access Button  

If your portal is enabled and you would like to add a convenient login button for your clients, on your website, follow these steps

Go to Setup > Firm Preferences and scroll down to the Client Portal section > to the right where it says “Add Client Portal Login Link to your Firm Website” > click on the hyperlink as shown below:

In the code window, click Copy

You will see a message appear that says:

Click Ok

Then click Ok again to close out of the code window.

Updated on June 21, 2019

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