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6min

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 the client's specific Google Drive folder

  • 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.
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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.

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Updated 16 Dec 2021
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TABLE OF CONTENTS
Enabling Resources
Editing Resources