---
title: Resources
slug: resources
docTags: 
createdAt: 2021-08-02T03:20:02.000Z
---

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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:

-
- A link to an IRS resource (e.g., [the IRS form W9](https://www.irs.gov/pub/irs-pdf/fw9.pdf))
- Other firm How-To's / instructions
- the client's specific Hubdoc/Dext receipt forwarding email address.

![](https://api.archbee.com/api/optimize/V98Zxq8gBNrR0oYJB0GrN/MvhbrTMjs3C8qPU4K_Db8_image.png)

## Enabling Resources

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

::embed[]{url="https://vimeo.com/581955302/9cde6acadc"}

## Editing Resources

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

![](https://api.archbee.com/api/optimize/V98Zxq8gBNrR0oYJB0GrN/c8fP-cz-TrA8gY-tmqXHY_image.png)