Resources

Resources allows you add a tab to your Client Portal where you can leave permanent notes for your clients.

Commonly, Resources are used for things like:

• 
  
• A link to an IRS resource (e.g., the IRS form W9)
• Other firm How-To's / instructions
• the client's specific Hubdoc/Dext receipt forwarding email address.



Enabling Resources

To enable resources, go to Practice Settings -> Client Portal Settings -> Resources, and then enable the toggle.

Editing Resources

To edit a client's Resources tab, go to their close, then go to the Client Portal, then click Resources.