How do I sign in to my client portal?

You sign in to your client portal with the email address and password on your account. The portal address is the link we sent you when we set up your account or invited you. Bookmark it so you can find it again.

What you need

• The portal address from your welcome or invitation email.
• The email address your account uses, and your password.
• Your phone, if two-step sign-in is turned on for your account.
• About 1 minute.

Steps

1. Open the portal address in your web browser. The page says Sign in to followed by the business name, or Welcome back.
2. Type your email address in Email.
3. Type your password in Password. Select the eye icon if you want to check what you typed.
4. If a verification check shows under the password, complete it.
5. Select Sign In.
6. If your account uses two-step sign-in, type the code from your authenticator app in Authentication code on the next screen, then select Verify and continue.

You land on your portal dashboard.

Common problems

• If you have never set a password, do not use Create an account. Open the invitation email we or your teammate sent and accept it there. That links your login to your business.
• If you cannot remember your password, select Forgot password? under the password box. See the related article on resetting it.
• If you see "Too many recent sign-in attempts," wait the number of minutes it shows, then try again.
• If Sign In stays greyed out, finish the verification check under the password first.
• If you sign in and see "No workspace yet," your login is not linked to a business. Ask the person who invited you to send the invitation again.