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Once you've configured MYOB Portal and you're able to see all your clients listed, you can start setting up collaboration portals with your clients. This connection enables you to interact with your clients in a secure area, for the digital approval of documents or updates to activities you're doing for them.

The first time that you access your portal, you'll need to do a one-time only set up. Here you're able to set your portal name and include your company logo.

Check out this video for an overview of setting up your portal.


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