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Client Portal
Learn more about the client portal and how you can use it to communicate securely with your clients.
By PracticePanther and 4 others5 authors20 articles
Inviting your contacts to the Client portal.
Using security roles to limit a user from seeing secure messages
Assigning tasks to your clients using the client portal.
Knowing when a client completed a task in the Client portal
Sending a secure message to your client using the Client portal
Sharing files with clients using the Client portal
Activating the Client portal for a Company
Resetting the Client portal