Getting started
New to your client portal? Start here: how to sign in, find your way around, and get notified when something needs you.
Signing in & your account
Sign in to your client portal, reset a forgotten password, accept an invitation and keep your name, photo and password up to date.
- Why does the portal ask me for a six-digit code?
Two-step sign-in is on for your login or your business. Type the code from your authenticator app, or use a saved recovery code if you lost your phone.
- How do I accept an invitation to the client portal?
Open the invitation email, select the link, add your name and pick a password, then select Create account & sign in. Invitations expire after 7 days.
- How do I sign in to my client portal?
Open the portal address we gave you, enter the email and password for your account, and select Sign In. Use Forgot password? if you cannot remember it.
- How do I change my name, photo or password in the portal?
Open the menu behind your picture at the top right, select Settings, and update your photo, name, phone, timezone or password on the User Settings page.
Your dashboard
A tour of your client portal: what each section is for, why some say Coming soon, and where to find what we know about your business.
Still need help?
Ask our team