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Client Portal - Getting Started
Kathy |
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Open the email that says "Your New Client Portal"
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Click on your unique Client Portal link.
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Once on the log-in screen, you can choose how you would like to Login:
1. You can choose to log in with a password.
2. Login with your Google account.
3. "Sign In with Email" which emails you a magic link sent to you that allows you to Login without a password.
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Click "Sign In with Email" (you can bookmark this page to get to it easily next time!)
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Go back to your email and Click "Login to Portal" (this allows you to login without a password)
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Click "Log in to Portal"
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This will Bring you to the Client Portal Dashboard
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In this area, you can upload documents, statements, receipts or anything else we might request.
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In this section you will see if there are any Open questions.
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This section is where you will find Financial Reports, as we publish them
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Click on the green button to see the Open questions
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To respond to a question, click on "Add a comment".
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If there is no need for a response to the question, always add a comment such as "Ok", to let us know you read the question, so we can close it out on our end.
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Click "Save" and we will be notified that you have responded to a question.
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Transaction Q's are questions related to specific transactions, like their category or class.
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Non-Transaction Qs are questions or requests we may have.
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Questions for Us is where you can see questions you have asked us and our responses.
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To ask a question, Click "Add Question"
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Type in your question and click "Add Question". You can also add attachments here.
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Once we have responded, you will see a small green circle with the number of questions answered. Click "Questions for Us" to view our responses.
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