In this tutorial, you'll learn how to effectively navigate and manage the Client Portal in Firm360, making it easier for both your firm and clients to securely share and access important documents and communications.
Key Topics Covered:
What is the Client Portal? – Overview of how the portal facilitates secure client communication.
Client Access & Login Process – How clients sign in and access their portal.
Uploading & Downloading Documents – Learn how clients can submit files and retrieve important documents.
Secure Messaging & Notifications – Understand how to communicate with clients directly within the portal.
Managing Permissions & Access – Control who can view, upload, and manage files.
By the end of this video, you'll have a clear understanding of how to use the Client Portal to enhance client collaboration, improve efficiency, and ensure secure document sharing.