Congratulations on your Client Portal Upgrade!

Your upgraded portal is as easy-to-use as ever! Use the following resources below to arm yourself with the knowledge of where your content and tools have moved to and keep running your business in the most efficient way.

Explore Your New & Improved Client Portal

Looking for new ways to optimise your client portal? Watch the video below to learn more about how to improve your communication workflows by leveraging content, tools and resources.

Time Commitment: 5 Minutes

Watch Introduction to Client Portal for Clients

Watch Introduction to Client Portal for Partners

Self-Guided Support Articles

Take the confusion out of getting started with your upgraded portal. Use our Getting Started resource to self-guide yourself through articles to answer all of your questions.

Click here to get started

Download a Client Portal Preview Video

Position the upgraded portal as a true resource your clients can’t live without.

Play Video

Download Video

Downloadable Resources

Use these brandable info sheet and email template to assist in explaining the portal to your clients, and selling to your prospects. Highlight the 24/7 access with accurate, and up-to-date resources to assist in solving unique pain points.

Download Info Sheet

Download email template