Client Portal
What your client sees
Resources
4min
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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:
-
- Other firm How-To's / instructions
- the client's specific Hubdoc/Dext receipt forwarding email address.
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To enable resources, go to Practice Settings -> Client Portal Settings -> Resources, and then enable the toggle.
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 25 Mar 2024
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