You can add a client portal link to your firm’s website for convenient access.
Add A Client Portal Link
To add a client portal link:
- From the left navigation panel, click Setup.
The Setup screen opens, displaying a gray left navigation panel.
- From the Setup left navigation, click Firm Settings.
The Firm Settings screen opens, displaying tabs atop the screen.
- Click Firm Preferences.
The Firm Preferences screen opens.
- Scroll down to the Client Portal section.
- Under the Add Client Portal Login Link to your Firm Website section, click the hyperlink:
The code window opens.
- Click Copy.
The Success message reads: Code was copied to your clipboard
- Click OK.
The Success message closes.
- Click OK again.
The Code screen closes.
- Paste the HTML code in the desired location on your firm’s website.