Client Portal – Complete Client Actions
Client Actions are tasks assigned by your firm that clients must complete in the Client Portal. These tasks may include uploading documents, completing forms, scheduling appointments, or paying invoices.
When a client action is assigned, it appears in the client’s portal as a To-Do item until it is completed.
How Clients Receive Client Actions
If Client Portal Access Notifications are enabled, the client will receive an email notification informing them that a new action item has been assigned.
The email will include a link allowing the client to the Client Portal where they will login and view their action items in the portal.
Viewing Client Actions in the Portal
After logging into the Client Portal, clients can view their assigned tasks on the Dashboard.
Each client action displays the following information:
The entity associated with the action
The type of action required
The due date for completion
Any instructions provided by the firm
Completing Client Actions
Clients may complete actions in several ways depending on the task assigned.
Examples include:
Upload documents through the Documents tab
Complete a form linked in the action
Schedule a meeting using the provided link
Pay an invoice associated with the action
Action Reminders
If enabled Clients will receive a weekly reminder email every Monday listing any outstanding client actions that still need to be completed.
When an Action Is Completed
Some client actions the client will be prompted to confirm whether the action has been completed.
When a client completes an action, your firm will receive a notification based on how each user have Profile Notifications set up.
Your Client will see completed Client Actions with a Green Checkmark.
Manage Client Actions from the Firm Side
Firm users can update the status of Client Actions if a client forgets to mark a task as completed or if a task was marked complete by mistake.
Client Actions - Bulk Manage Client Actions
You can update multiple Client Actions at once.
Navigate to the Client Actions list.
Select the checkbox next to the tasks you want to update.
Click the gear icon.
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Choose one of the following options:
Mark as Done – Marks the selected actions as completed.
Mark as Not Done – Reopens the selected actions if they were marked complete incorrectly. ONLY AVAILABLE FOR CLIENT ACTION TYPE
Delete – Permanently removes the selected client actions.
This allows your firm to quickly correct or update task statuses without requiring the client to take action.