Clients

Import clients, invite them to the portal, follow the season in a pipeline and automate follow-ups.

How-tos

0:35

Invite a client to the portal

How toSolo and up 0:40

Import clients from a CSV

How toEvery plan 0:36

Track your season in a pipeline

How toSolo and up 0:39

Automate a client follow-up

How toSmall Firm and Agency

Quick fixes

0:34

Invite to portal greyed out?

Quick fixSolo and up

Still stuck?

Email us what you were trying to do and where it stopped.

Email us