Add A Client Portal Link to Your Firm’s Website

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You can add a client portal link to your firm’s website for convenient access.

To add a client portal link:

  1. From the left navigation panel, click Setup.
    The Setup screen opens, displaying a gray left navigation panel.
  2. From the Setup left navigation, click Firm Settings.
    The Firm Settings screen opens, displaying tabs atop the screen.
  3. Click Firm Preferences.
    The Firm Preferences screen opens.
  4. Scroll down to the Client Portal section.
  5. Under the Add Client Portal Login Link to your Firm Website section, click the hyperlink:

The code window opens.

  1. Click Copy.

The Success message reads: Code was copied to your clipboard

  1. Click OK.
    The Success message closes.
  2. Click OK again.
    The Code screen closes.
  3. Paste the HTML code in the desired location on your firm’s website.
Updated on August 23, 2021

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