Invitation to Client Portal
We would like to allow clients to access the portal, but during tax time is not the best time to do it - we'd love the ability to send an invitation email out in November, say, that would enable clients to get their portal log-ins all set up BEFORE we start sending them Organizers and/or doc requests and returns.
I love the idea of a central location to access their documents, but we and they are already stressed when we start sending things out - it would be a great improvement to have the portal set up prior to crunch time.
Also the "Get Started" button right next to the "Access Portal" link is confusing - most clients wouldn't know to click one or the other - I foresee LOTS of phone calls about this. I think if a client hasn't set up a portal account, they should just have the Get Started button - if their portal set up, they should see "Access Portal".
Comments
Hello!
A System Admin can go into Product Settings > General, and then scroll down until they locate Client Portal Experience. From there, you can copy the Client Portal URL to use in sending messages to your clients!
We provide a helpful template for introduction to the Client Portal here: Client Portal Email
The sample text also includes links to our Help Center to provide your clients with an overview of the features, how to access it, and best practices!
Agreed.
Yes, please with the pre-tax season set up request.
Our clients struggled with the two different buttons for Get Started or Axcess Portal. We would love to have our clients set-up and trained to use the portal before January 31st!
Ok this is going to be a dumb question - but I have looked everywhere and cannot find how to send just a client portal invite. I ended up just sending Gather Invites, but now most of my clients do not have a portal set up. We just began using SafeSend in late November so I am still getting the hang of it, but I wish I could figure out more easily the beginning parts of the process. It feels like every time I search for the client portal invite it just brings me back to the email templates or the returns invite.
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