Page tree



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: , 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.