Client Portal

Client Portal (Admin)

• What the Client Portal Is
• What Your Clients Can Do in the Portal
• Pricing — the Client Portal Add-On
• Before You Buy — the Client Portal Settings Page
• Enabling the Client Portal Module
• The Settings Page After Enabling

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Client Portal (Client Experience)

• How a Client Gets In
• Finding Their Way Around
• Home
• Invoices
• Paying an Invoice
• Payments

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