Client Portal Tips

Once you added a Client, here's what you need to know about the CLIENT Portal view

Ernest S avatar
Written by Ernest S
Updated over a week ago

What happens when you press...


When you press "OK, MANAGE", you will be auto-logged into your client's portal. Note you are also on their TEAM with admin rights to manage their books and data.

To go back, press your PROFILE ICON in the header far right to bring up a list of all your CLIENTS and your own account (as shown below).

Red Trash Icon

In both instances you will be asked whether you want to continue with that action.

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