You can send the client an invitation email to register for the Client Portal from their Client Portal Management dashboard. Alternatively, you provide your custom Client Portal link located in your Product Settings General menu.

1. Select Register Now in the onboarding email.
2. Enter Registration Details.
3. Select Verify your email.
4. Enter the Access Code sent to your email.
5. Select Confirm.
6. Create a PIN (only required when logging in from a new browser or device).
7. Verify the PIN.
8. Select Create Account.

The Client Portal landing page prompts you to sign in or sign up.

1. Enter your Email ID to proceed with authentication.
2. Select Continue
3. Select Sign Up if you haven’t created a Client Portal account. When signing up, follow the on-screen prompts, then continue to step 4.
4. Enter your PIN (only required when logging in from a new browser or device).
5. Select Continue.
6. Enter the Access Code sent to your email.
7. Select Confirm.

This is the main dashboard for the Client Portal. You can review recent activity, pending tasks, completed tasks, firm information, and notifications here.

Overview

1. Select Pending Tasks to see a list of items that require action.
2. Select Completed Tasks to see a list of completed items.
3. Select Recent Activity to view a summary of your recent actions.
   • Select the Name of the item to be redirected to it.
   • This section doesn’t display actions taken in the Tax Payments or K-1 Distribution sections.
4. Select Send Files to upload documents to your tax firm.
5. Select Contact Information to view the contact details for someone at your tax firm.
6. Select the Get Started arrow to be redirected to that task.

Review your tax payments and pay your vouchers.

1. Select Menu.
2. Select Tax Payments.
3. Vouchers are separated by Due Date.
4. Select More.
5. Select View to review a summary of your payments due for that due date.
   • Select Ok to close the summary.
6. The Pay option is not currently available on mobile.

Update security settings related to your Client Portal account.

1. Select Menu.
2. Select Security.

Merge Emails

If you have had documents delivered to multiple email addresses, you can merge those into your existing account. Each email address can only be linked to 1 Client Portal.

Merged email addresses can't be used to log in. Any documents associated with the merged email will be available in the main Client Portal, but the merged email address can't be used to create a separate Client Portal or sign in to the main Client Portal.

1. Enter an email address into the Add another email ID field.
2. Select Add.
3. Enter the Access Code delivered to that email address.
4. Select Verify Code.

Update PIN

Update the PIN used to sign in to your Client Portal account.

1. Select Update under Update PIN.
2. Enter your Current PIN.
3. Enter your New PIN.
4. Enter your new pin to Confirm.
5. Select Update.

Update Email ID

1. Select Update under Update Email ID.
2. Enter the New Email ID.
3. Select Update.

Grant Third-Party Access

Grant third-party access to your Client Portal to review documents and perform actions. These people only receive access codes via mobile for security reasons. Third-parties can't access tasks requiring a signature without a main portal user signature. This access is only granted for 48 hours.

Grant Access

1. Select Add in Grant Third-Party Access.
2. Enter theName.
3. Enter the Email ID.
4. Enter the Mobile number.
5. Select Page Access options to determine which areas/documents the third-party can access.
6. Select Add User.
7. The third-party needs to authenticate. Do 1 of the following:
   1. Select Send Link to send a Client Portal Access Link to the third-party.
   2. Select Edit to edit their details and permissions.
   3. Select Delete to remove third-party access.

Third-Party Authentication

The third-party receives an email notification from noreply@safesendreturns.com to verify their access.

1. Select Verify Your Access.
2. Select Send Code.
3. Enter the code sent to your mobile device.
4. Select Confirm.
5. Client Portal user needs to Send Link to the third-party.
6. Select Access Client Portal in the new email.
7. Follow Send Code steps outlined previously.

Add Recovery Email

1. Select Add under Recovery Email or Phone Number.
2. Select the Email Address radio button.
3. Enter a Recovery Email address.
4. Select Update.

Add Recovery Phone Number

1. Select Add under Recovery Email or Phone Number.
2. Select the Phone Number radio button.
3. Enter a recovery Phone Number (mobile number required).
4. Select Update.