Portal

14 votes

We should be able to include multiple emails for Portal access

Done Suggested by: LINDA SANCHEZ (28 Jan, '20) • Upvoted: 28 Mar, '23 • Comments: 1

Comments: 1

05 Jan, '21
Admin
Available Now on Firm Portal

Sharing of Invoices NEW (Released December of 2020)
Receive APX Payments New (Released December of 2020)
Brandable Subdomain
Brandable login page and Favicon
Document Transfer
Multifactor authentication
Automatically downloads portal documents to your clients document tab
Allows multiple users access to one or more portal accounts
Perpetual Document Retention
Unlimited Document Storage
Mobile Friendly