Incorporate your clients into your workflow. Assign them tasks, communicate instantly, and schedule automatic reminders.
By Erin and 5 others6 authors22 articles
Send Client Requests
Comment on Client Requests
Change the work name your Clients see in their Client Requests and Client Portal
Answers to your client's FAQs around Client Requests
Add Client Requests to templates and work
See your client’s experience of Client Requests
Your Client's How-To Guide to navigating the Client Portal
Why is my client not receiving my Client Request email?
My client has multiple entities, how do they know which entity the Client Request belongs to?
What is a magic link and how does it work?
Where can I find my Client Portal URL?
Can anyone make a Login for my account?
Why aren't our Client Requests sending?
How can I avoid manually resending Client Requests?
Can I be notified if a client isn't responding to Client Request?
Can you send Client Requests to more than one client?
Where do documents uploaded in Client Requests go?
Why is my client receiving an error when trying to access their Client Requests?