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 Settings
- Chose Firm Preferences and scroll down to the Client Portal section
- 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:
Then click Ok again to close out of the code window.
Once done, you can go to your firm website and paste the HTML code to where you would like it placed on your firm website.