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https://help.myob.com/wiki/x/LBGEAQ


 

 

The collaboration portals you've created enable you to interact with your clients more closely and securely.

Your clients will receive emails from you when you:

  • share documents with them to view or file
  • require digital approval of documents
  • create a general task for your client (one that may not be associated with a document).

If your clients need help using their portal, you can share this link with them: http://help.myob.com/wiki/x/AxuEAQ , which has a Getting Started video that will help them log in and use their portal.

They can also access help from within their portal.

 
Related topics

Portals

Create client portals

Create client portal users

 

 

 

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  Clients

  Client files

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  Tax

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